Brad is a Portfolio Manager for the Small Cap and SMID Cap equity strategies. He is a member of the Investment Committee and provides primary research and analysis across sectors and industries.
Brad began his career in 2009 and joined Boston Trust Walden in 2023. Previously, he served as a Director and Portfolio Manager of Small & Mid Cap Equities at Rothschild & Co US Asset Management. Prior to Rothschild & Co, he worked at Rockefeller Capital Management for ten years in various investment roles, most recently as a senior equity analyst and portfolio manager.
Brad earned an MBA with honors from Columbia Business School and a BS in Economics from Trinity College. He holds the Chartered Financial Analyst® designation and is a member of CFA Society Boston and the CFA Institute.