Brad is a founding partner and is currently the managing partner of WhaleRock Point Partners, LLC with 25+ years of experience. Brad specializes in Tax and Estate Law as well as being the firms CIO. Prior to founding WhaleRock, Brad was a Senior Vice President and Portfolio Manager at Bank of America and one of its predecessor banks, Fleet Financial Group. In his prior capacity, Brad managed high net worth and institutional portfolios of $550 million and was responsible for overall asset allocation decision making, portfolio construction and implementation. He graduated from Harvard University with an AB in Economics in 1984 and obtained his law degree from the University of Wisconsin in