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Client and Corporate Services
Brad is a Senior Associate 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.
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