Qualifications
Brad started his career at Sutro & Co. in 1993. In 2008, Brad served on and was the Chairperson of the fifteen-member Financial Consultant Advisory Council, an advisory body that represents RBC Wealth Management Financial Advisors in discussions with Senior Management on matters relevant to business and operations such as client services, tools, technology, new products and other topics geared to strengthen and improve the firm's capabilities.
Brad received his Bachelor of Science degree in business administration with a concentration in Management from San Jose State University. He holds the Series 7, 63, 66 and California Insurance licenses. Brad also earned RBC Wealth Management's internal designation of Accredited Wealth Manager (AWM) through a comprehensive educational program sponsored by RBC Wealth Management and Michigan State University. This program is designed to provide Financial Advisors with cutting-edge strategies and training on the firm's wealth management process.
Personal
Brad is an active volunteer in the community having served on the Board of Trustees of the Health Trust, VIA Services, the Catholic Community Foundation, the SJSU College Business Alumni, Almaden Country Day School, RotaCare Bay Area, the Rotary Club of San Jose Endowment and the Rotary Club of San Jose. He was born and raised in San Jose, California and currently resides in Willow Glen with his wife, Marget; and their daughters, Samantha, Sabrina, and Savannah.
