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Brad Dinsmore

Client Advisory

Biography

Brad is a Partner in the Palo Alto office. He is a member of the Wealth Management team, providing wealth management and investment advice to individuals, family groups and charitable foundations.

Prior to joining Cerity Partners, Brad was the Chief Executive Officer at Cornerstone Capital in Palo Alto, where he spent almost 30 years providing investment and financial planning advice to clients. Prior to Cornerstone Capital, Brad was an Equity Analyst and member of the Portfolio Management Team at Rosenberg Capital Management (RCM) in San Franciso.

In his spare time, Brad enjoys spending time with his wife and three sons, hiking, golfing and volunteering for various local organizations.

Learn more about my practice.

Education

  • University of Washington – Bachelor of Arts in Political Science
  • Santa Clara University – Masters in Business Administration with a Concentration in Finance and Investments

Highlights

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.