Chief Operations Officer - Financial Advisor
Brad serves as Chief Operations Officer and Financial Advisor at Coastwise. He brings deep experience in the financial markets including in equities, fixed income, mutual funds, and alternative investments. Brad previously worked at CoastEdge Partners, LLC, serving high net worth clients in a multitude of investment strategies. He also worked at Allianz Global Investors, a $500 billion global investment company, analyzing mutual fund performance and supporting the international trade desk in institutional fund services. Brad holds the Series 65 license.