Brad brings more than 20 years of investments and capital markets experience to Forum. As Managing Director – Southwest Region, Brad is responsible for providing portfolio and investment management support for Forum’s fund strategies and products specifically in the Southwest territory.
Prior to joining Forum, Brad was Regional Vice President at Catalyst / Rational Funds where he covered wires, independents, and RIAs with a focus on alternative investment ’40 Act hedge mutual funds. Before that, he held similar leadership roles at Ares Wealth Management Solutions and LaSalle Investment Management where he covered their private real estate offerings.
Brad holds a Bachelor of Business Administration in Finance from the University of Texas at Arlington, Texas. Outside of work he enjoys spending time with his wife and son, as well as golfing, hunting, fishing and skiing.
