Brad worked at Goldman Sachs for a total of 12 years, all while catering to the needs of the company’s ultra-high-net-worth clientele.

He previously completed undergraduate studies in economics at Princeton, where he also played on the university’s championship men’s ice hockey team in 1999. Brad played professional hockey for the Washington Capitals franchise and in Europe after completing his undergraduate studies at Princeton, and later earned an MBA from Southern Methodist University.

Why did Brad choose to work at Edge? “Because advisers truly have the ability to coordinate, organize, and advise on all areas of a client’s wealth picture, including estate planning, loans, insurance, and assets kept away from the company,” he explained. One of our greatest strengths is serving as the “financial quarterback” for our clients and streamlining their finances for them.

Furthermore, Brad commented, “From an investment sense, the world of the ultra-wealthy has become rather commoditized in recent years. In order to address this problem, Edge Capital gives our advisers and their customers access to high-quality investment possibilities, particularly in alternative asset classes, which are often restricted on other large bank platforms. As a Registered Investment Advisor (RIA), Edge is bound by a fiduciary requirement to act in the best interests of its customers at all times. Having the freedom to choose between multiple different companies and platforms ensures that the client receives the best possible service at the most reasonable price.

Source: Prnewswire