Brad Smith
Corporate Officer/Principal chez Delta Mu Delta Honor Society
Profil
Mr. Bradley C.
Smith is a Portfolio Manager at Dearborn Partners LLC and a Member at Delta Mu Delta Honor Society.
He is responsible for providing personalized Portfolio Management investment advice to private wealth clients and their families.
Areas of focus include developing comprehensive asset allocation strategies, as well as customized investment and financial goal plans.
Prior to joining Dearborn Partners, Mr. Smith served as Senior Vice President and Portfolio Manager for 26 years at MPI Investment Management, Inc. He began his financial industry career at Merrill Lynch Pierce Fenner & Smith in their Business Merger & Acquisition Division.
He received his B.A.
Economics degree from the University of Iowa and an MBA from DePaul University.
Postes actifs de Brad Smith
| Sociétés | Poste | Début |
|---|---|---|
| Delta Mu Delta Honor Society | Corporate Officer/Principal | - |
Dearborn Partners LLC
 Dearborn Partners LLC Investment ManagersFinance Dearborn Partners LLC (Dearborn) is an independent, privately held boutique investment management firm headquartered in Chicago, Illinois. The firm was founded in 1997 by Jerome Hickey. The firm provides investment management services to investment advisors, high net-worth families, and institutional investor. | Gestionnaire de Portefeuille-Actions | 01/08/2019 |
Anciens postes connus de Brad Smith
| Sociétés | Poste | Fin |
|---|---|---|
MPI Investment Management, Inc.
 MPI Investment Management, Inc. Investment ManagersFinance MPI Investment Management, Inc. (MPI) is an advisory firm headquartered in Hinsdale, Illinois. The firm was founded by David “Dave” Pequet in 1986 and is a subsidiary of Delaware Pequet Family Trust. MPI provides investment advisory services to individual and institutional clients. | Compliance Officer | 01/09/2018 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Corporate Officer/Principal | 31/12/1991 |
Formation de Brad Smith
| DePaul University | Masters Business Admin |
| University of Iowa | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Finance |
MPI Investment Management, Inc.
MPI Investment Management, Inc. Investment ManagersFinance MPI Investment Management, Inc. (MPI) is an advisory firm headquartered in Hinsdale, Illinois. The firm was founded by David “Dave” Pequet in 1986 and is a subsidiary of Delaware Pequet Family Trust. MPI provides investment advisory services to individual and institutional clients. | Finance |
Dearborn Partners LLC
Dearborn Partners LLC Investment ManagersFinance Dearborn Partners LLC (Dearborn) is an independent, privately held boutique investment management firm headquartered in Chicago, Illinois. The firm was founded in 1997 by Jerome Hickey. The firm provides investment management services to investment advisors, high net-worth families, and institutional investor. | Finance |
| Delta Mu Delta Honor Society |