A graduate of Johns Hopkins University, Brad studied Applied Mathematics and Economics.

As Key Financial’s Chief Investment Officer, Brad holds and maintains the Chartered Financial Analyst (CFA®), Chartered Alternative Investment Analyst (CAIA®), and Certified Financial Planner (CFP®) designations, bringing comprehensive expertise across investment analysis, financial planning, and alternative assets.

Brad leads the investment portfolio team, which is focused on organizing financial data, analyzing client information, and providing clear plans, projections, and strategies for the future using our planning software and investment analysis systems.

Brad lives in Kennett Square, Pennsylvania, where he is happily outnumbered by his wife, daughter, and dog Francesca. When Brad is not out exploring his community or cooking up a healthy meal, he enjoys running, and as a former pitcher and outfielder, is an avid baseball fan.