Brad is our Director of Research and Portfolio Management, working closely with Erik, Lou, our clients and other advisors. A co-founder of 46 Peaks, his more than 25 years of experience at both large and boutique firms helps provide the breadth and depth of knowledge critical to the effective integration of our financial planning and investment management services. Brad is a Certified Financial Planner (CFP®) professional and holds a BS in Finance from Bloomsburg University. Outside of the office, you can find Brad actively involved in several local youth sports organizations or spending time in the Adirondacks with his family. He resides in Newtown, Pennsylvania with his wife and their thre