Brad joined Clearstead in 2016 and has nearly 20 years of experience in wealth advisory and investment management. In his current capacity, Brad works with clients to manage their investment portfolios by establishing investment goals, setting portfolio policy, deriving asset allocation, manager selection, and overseeing the day-to-day. He is also a member of the Clearstead Private Client Investment, Asset Allocation, and Account Review Committees. Prior to joining Clearstead, Brad was a Senior Vice President with Hawthorn/PNC Family and Key Private Bank. Brad began his investment career at McDonald & Company, a regional broker/dealer and investment bank. Brad earned BSBA degree in financ