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.
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.