Brad brings more than 16 years of finance, accounting, and investment strategy experience to Forum. As Managing Director – Finance, Brad is mainly responsible for corporate financial planning and strategy development, providing additional oversight on capital markets, risk management, strategy implementation, and information technology.
Prior to joining Forum, Brad was Chief Financial Officer for LEM Capital in Philadelphia, where he focused primarily on accounting, financial reporting, budgeting and planning, while also overseeing areas of the firm’s operations such as regulatory compliance, risk management, human resources, and information technology. He previously was an Accounting Manager for Main Line Investment Partners and began his career in public accounting, spending time at both Deloitte and Grant Thornton.
Brad holds a Bachelor’s degree in Business Administration from the University of Michigan. Outside of work, Brad enjoys baseball, coaching youth sports, mentoring in the area of financial literacy and spending time with his wife and two boys.