As Associate, Alternative Investments, Brad conducts manager due diligence, focusing on private equity and venture capital asset classes. He also oversees internal and proprietary feeder fund reporting, maintains factsheets, manages data onboarding and administration for the Arch platform, and provides advisor support.
Before joining NewEdge Wealth, Brad was an International Equity Research Analyst at Federated Hermes, worked in Derivative Operations at BNY Mellon, and served as a Sr. Reporting Analyst at NewEdge Capital Group.
Brad holds a Bachelor of Science in Finance and Management Information Systems, with a concentration in Data Analytics, from Pennsylvania State University. He resides in his hometown of Pittsburgh, PA, and enjoys playing golf, watching sports, and spending time with his mini Goldendoodle outside of work.