Chief Administrative Officer
(248) 550-0530 | email@example.com
Brad has over 20 years of industry experience, working for a large institutional money manager, a financial software company, and most recently as the Director of Operations for an independent investment advisor in Southeast Michigan. His role is to oversee all systems, processes, workflows, and procedures in order for Diversified Portfolios to continue providing best-in-class service to its clients. He is a graduate of St. Bonaventure University and has a M.S. in Finance from Walsh College. Away from the office, Brad enjoys playing golf, traveling, and spending time with his wife, Nancy, and daughters, Caroline and Charlotte.