As part of the Wilmington Trust Emerald Family Office & Advisory team, Brad is responsible for developing customized wealth management and financial plans for prominent individuals, families, and business owners throughout the country. He works closely with other professional and family advisors to analyze financial positions and develop plans to help clients achieve future personal and financial goals. Before joining Wilmington Trust, Brad was the Manager of Strategic Planning at Saint Agnes Hospital in Baltimore.
Brad holds an MBA from Johns Hopkins University, and a bachelor’s degree in business management from the University of Delaware. Currently, Brad is enrolled at the University of Alabama School of Law pursuing a Juris Master in Taxation. Additionally, Brad is a CFP® professional having earned the CERTIFIED FINANCIAL PLANNER™ certification and is a Certified Exit Planning Advisor.
Brad serves on the Investment Committee for Outward Bound in Baltimore, and the Investment and Finance Committees for Irvine Nature Center. He is an active member of the Financial Planning Association and the Baltimore Estate Planning Council. In addition, Brad volunteers as a mentor with the Big Brothers Big Sisters of the Greater Chesapeake.