Brad supports the Crestone Client Advisory team in implementing and managing client portfolios, managing concentrated positions, and performing general financial research and analysis.
Before joining Crestone, Brad was a Private Bank Analyst at JPMorgan in Denver, Colorado. While there, Brad worked closely with advisory specialists to develop bespoke solutions for ultra-high and high net worth individuals, families and foundations in the areas of investment management, capital advisory, trust and estate planning and general banking.
Brad received his Bachelor of Science in Business Administration with an emphasis in finance from the University of Colorado. He is a FINRA Registered Representative holding Series 7, 63 and 66 licenses.
What personal accomplishment are you most proud of?
I am very proud to say that I am an Evans Scholars alumni. Having the opportunity to help young caddies accomplish their goals is something I find deeply motivating and equally rewarding.
What do you love to do outside of work?
As a Colorado Native, I love the outdoors. If I’m not on the golf course, you’ll most likely find me skiing, hiking, playing hockey or cheering on the Buffs.
What is the most influential book you’ve read?
Good to Great by Jim Collins