Brad’s responsibilities include being the key, day-to-day contact for investment strategy, planning advice, and account oversight to ensure his clients’ financial goals are met. His coordination of financial planning and investment advisory work focuses on investment portfolio review, detailed retirement analysis, college education funding, charitable giving strategies, and unique planning engagements for clients in various types of transition.
Brad’s is a twenty-five plus year veteran of the investment advisory and financial planning industry, he came to Fort Pitt Capital via his career with Roof Advisory Group that began in 2003.
BA, Juniata College
Brad is currently a member of the Investment Committee for the United Way of the Capital Region, Investment Committee & Finance Committee for the Ronald McDonald House of Central PA. He currently serves on the boards of the Ronald McDonald House of Central PA and the Ronald McDonald House Charities Investment Program and has served multiple terms on the boards of the Central Pennsylvania Estate Planning Council and the Theatre Harrisburg.
When Brad is not in the office, he enjoys traveling with his family, spending time in Maine and enthusiastically cheering on his daughter’s and son’s lacrosse teams.