Brad is the CEO of MOSAIC. Brad has worked with international high net worth individuals and financial institutions for the past 35 years. During that time Brad has seen the often difficult process of bringing together all the pieces needed to build a successful investment advisory practice, custody, execution, reporting, investment managers, and technology to name a few. As an answer to that difficult process, Brad launched MOSAIC, the first turn key asset management platform built exclusively for international investment advisory practices.
Brad started at William Wright Associates in 1985 where he continues to act as Director and head of asset management and also as Managing Director at Accuvest Global Advisors. He heads Global Strategy and the portfolio management teams for both firms. Brad’s responsibilities include investment strategy, asset allocation, portfolio management and security selection. He earned his MBA in international finance from Thunderbird, The American Graduate School of International Management. Brad earned the Certified Investment Management Analyst designation under the joint auspices of the Wharton School of Business, and the Investment Management Consulting Association.