Experience 37 Years
Brad is a research analyst on GW&K’s emerging markets investment team covering the Health Care and Consumer Staples sectors. Brad is a member of the firm’s Investment and ESG Committees and has also been integral in developing and coordinating the firm’s ESG policies and procedures.
Brad has been covering global Health Care and Consumer Staples as a research analyst and portfolio manager for many years with a career that has spanned numerous economic and market cycles. Brad joined GW&K from Trilogy Global Advisors where he was responsible for research coverage of the global and emerging markets Health Care and Consumer Staples sectors. Trilogy became part of GW&K in 2019. Previously, Brad was a portfolio manager and research analyst with CitiGroup Asset Management and Mellon Private Asset Management. Brad’s early career included positions at Lehman Brothers and Bessemer Trust.
Brad earned a BS in Finance from the University of Connecticut and is a member of the CFA Institute and the CFA Society New York.
I love the outdoors and being immersed in nature, particularly rivers & mountains. I have rafted the Gauley River and the confluence of the Selway & Lochsa Rivers. I have has climbed Mount Rainier, hiked and camped the Grand Tetons & Glacier National Parks and trekked up to Everest base camp. My favorite rafting trip was on the Colorado River with my wife and children.