Brad brings more than 17 years of finance, accounting, and fund operations experience to Forum. As Chief Operating Officer, Forum Capital Advisors, Brad is responsible for setting and driving the organization’s vision, operational strategy, and growth.
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.