Brad has spent three decades in the wealth management industry. Before joining Kovitz in 2015, he spent more than 15 years at Bessemer Trust as a Senior Client Advisor where he was responsible for advising ultra-high net worth individuals and families in all aspects of wealth management including investment management, estate and tax planning, philanthropic advisory, and Next Gen education. Prior to that, Brad spent 10 years at First Chicago (now part of JP Morgan) as a Senior Portfolio Manager where he was responsible for managing investment portfolios for corporate executives and other high net worth individuals. Brad started his career in bond futures at the Chicago Board of Trade. Brad received a Bachelor of Arts degree in Economics from the University of Illinois and a MBA in Finance from Loyola University. He is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Certified Trust and Financial Advisor.