Wealth Advisor
Brad is the Head of Platform and a financial advisor at Claro Advisors, where he helps set the strategic direction of the firm’s advisor technology ecosystem and works directly with high-net-worth individuals and families on comprehensive financial planning and long-term investment strategy.
His work is grounded in disciplined portfolio construction, thoughtful risk management, and aligning financial decisions with clients’ broader life goals. Prior to joining Claro, Brad was a Client Advisor at Bernstein Private Wealth Management, advising wealthy individuals, families, endowments, and foundations.
He is a CERTIFIED FINANCIAL PLANNER™ professional, a CFA® charterholder, and holds a B.S. in Finance from the University of Maryland, College Park.
Brad and his wife, Jenny, live in Boston’s North End with their dog, Bug, and enjoy exploring New England’s mountains, coastline, and cities.
