Brad Wilson specializes in working with successful individuals and families to manage their assets. He is committed to delivering individualized, fully integrated financial solutions that aim to solve personal challenges and provide security and peace of mind. Brad works closely with his BPW colleagues and his clients’ external advisors to provide thoughtful advice and guidance on investment, retirement, philanthropic, estate, and tax-planning strategies. Brad has nearly two decades of experience in the financial services industry, with special emphasis on portfolio construction and fixed income investing. Previously, Brad was the Head of Fixed income at Boston Private Wealth managing fixed income portfolios for individual and institutions and providing investment research. Brad was also a contributor to the formulation of fixed income policy and strategy. Before joining Boston Private, Brad was a Director at UBS Investment Bank in the fixed income department working as a senior trader on the US Government trading desk. He has also worked within the Wealth Management division of UBS focusing on client portfolio management. Brad started his career in the fixed income department of Prudential Securities. Brad received a Bachelor of Arts degree in Economics at Lafayette College in Pennsylvania. He is a certificate holder from the Securities Industry Institute sponsored by the Wharton School of Business in Philadelphia.
Catch Brad Wilson speaking at:
Wealth Preservation Strategies