Brad is responsible for asset allocation strategy, portfolio design, evaluation of investment managers and advanced financial planning. Brad has worked in professional partnership with Michael Russo for nearly fifteen years. Prior to joining Argos Wealth Advisors, Brad was a partner at Presidio Financial Partners and served in a similar capacity at C.E. Unterberg, Towbin. Earlier work included overseeing the quantitative valuation models for over $25 billion in assets at Zurich Scudder Investments in New York. His experience also includes working at Wells Capital Management and Wilshire Associates. Brad received his BA from University of California at Riverside and is a CFA charterholder.