Brad is a seasoned investment professional with over 30 years of wealth management and global investment leadership experience. He is currently the Founder and Managing Partner of Snowwater Investment Partners, LLC which is a Registered Investment Advisor (RIA). He has grown the assets under management of Snowwater to over $750 Million in the last 2 years.
Brad headed up and was Executive Director of the family office for the Kuehner family and Building and Land Technology for 14 years. He championed all financial and investment responsibilities for the family office. BLT is a second-generation real estate development company based in Connecticut which has completed developments worth more than $7 billion.
Prior to joining BLT, Brad was senior vice president of Bank of New York Mellon’s Private Client Investment Services Division.
He also served as National Sales Manager of the Dreyfus Corporation which was a subsidiary of Mellon Financial. Prior to that position, Brad spent 6 years with Quick & Reilly as a branch manager and financial consultant. Brad is a Securities Principal and Registered Options Principal.
Brad is a graduate of Dickinson College with a bachelor’s degree in Economics with a concentration in Financial and Business Analysis.
Brad holds his Series 7, Series 65, Series 63, Series 4, Series 8 and Series 24 financial licenses.
Brad served as Chairman of the investment committee for St. Vincent’s Medical Center Foundation and was on the board of directors for St. Vincent’s Medical Center Foundation. He serves on the advisory board of the Family Office Association. He sat on the Wakeman Boys and Girls Club Board for Southport. Brad served on the northeast advisory board for Hope for Haiti and is on the Board of Governor's at the Country Club of Fairfield. He served on the Board at Foundation Source.
Brad lives in Fairfield, CT with his wife, Emily and four children and three dogs. He is an active outdoor enthusiast.
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