Bradley R. BernardVice President of Portfolio & Wealth Advisory
Brad joined BBR Partners in 2014 and is a Vice President of Portfolio & Wealth Advisory. Brad’s responsibilities include supporting Portfolio & Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management issues and coordinating with external advisors.
Prior to BBR, Brad worked as a Regional Management Analyst at Credit Suisse where he managed relationships between senior management and the Bank’s various international regulators. Brad graduated from Vanderbilt University with a BA in Economics and a minor in Corporate Strategy.
Outside of the office, Brad enjoys traveling, golf, Mets baseball, and spending time with his family.