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Brad uses his extensive experience and deep investment knowledge to help drive the Smith + Howard Wealth Management investment process and program. He works directly with our clients to help them define their goals and properly structure portfolios that can help them meet those goals.
Brad joined Smith + Howard Wealth Management in 2016. As Chief Investment Officer, he chairs the Investment Policy Committee and is responsible for the oversight and development of Smith + Howard Wealth Management’s investment program. Additionally, Brad works directly on asset allocation, investment implementation and monitoring. He also publishes various market and investment-oriented articles, including the firm’s quarterly newsletter.
Brad’s career has been spent serving family offices and affluent clients throughout the southeast and southwest. In addition to a previous role with Hirtle, Callaghan & Co., Brad was also a global investment specialist with J.P. Morgan Private Bank and spent a decade early in his career at Goldman Sachs & Co.
Brad lives in Atlanta with his wife and daughter.
Susquehanna University – Bachelor of Science (Summa Cum Laude)
Williamsburg, Pennsylvania
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