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Biography

Brad is a Principal on the finance team in the Chicago office. He is responsible for financial planning and analysis, data visualization development, and ad-hoc projects related to finance and reporting needs.

Brad has over ten years of experience in the financial services industry. He started his career at Envestnet where he progressed through multiple roles in operations and eventually transitioned to the finance team where he was responsible for financial planning and analysis, as well as data visualization development. Prior to joining Cerity Partners, Brad developed client relationships as a financial advisor with Edward Jones, and most recently served as an analytics solutions developer at Trustmark.

Education

  • Bachelor of Psychology from Loyola University Chicago
  • Master of Business Administration degree from DePaul University

Highlights

  • Active volunteer for Rotary International
  • Active volunteer for the DePaul Alumni Association
  • Active volunteer for the Sheridan Road Alumni Association

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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.