Designations and Licenses

Brad holds the Charted Financial Analyst® designation and is a Certified Plan Fiduciary Advisor professional.

Experience and Education

Brad is responsible for the oversight and management of client relationships, striving to exceed client expectations by delivering excellent service through developing investment policy guidelines, optimizing investment portfolios, selecting investment managers, presenting performance-monitoring reports, and conducting trustee education on a wide range of investment topics. He also helps to ensure clients receive accurate documentation and reports on their timeline, maintaining current knowledge of each client’s manager lineup and general market issues. Brad acts as the primary point of contact in relation to all servicing issues related to the client and is required to be proactive in communication regarding portfolios, firm and Plan issues as they arise. Brad may leverage Mariner’s colleagues as required in order to meet the clients’ varying needs.

Prior to joining the firm, Brad was a consultant at AndCo, an investment consulting firm that was acquired by Mariner. While here, Brad focused on client service, investment policy development, asset allocation strategy, and manager structure implementation. Brad also focused on plan monitoring, evaluation, and advisement.

Brad has an MBA from Johnson School of Business at Cornell University. He also has a Bachelor’s degree in Economics and Business Administration from Ursinus College.