![Tom Brady](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Thomas P.
Brady, CFA MBA, is a Founder & Chief Executive Officer at Brady Family Wealth LLC.
He co-founded the firm in 2021.
He helps in guiding the firm’s direction, ensuring to stay focused on what matters most — serving our clients well and building a strong future for the business.
He continues to work closely with many of client families, supporting new relationships and helping ensure that firm consistently deliver outstanding service.
He work side-by-side with the Brady Family Wealth team to provide mentorship, help solve challenges, and keep the business running smoothly.
Mr. Brady began his career as a Certified Public Accountant with Coopers & Lybrand.
He earned his MBA from the University of Chicago Booth School of Business.
Postes actifs de Tom Brady
| Sociétés | Poste | Début |
|---|---|---|
Brady Family Wealth LLC
 Brady Family Wealth LLC Investment ManagersFinance Brady Family Wealth develops personalized investment strategies that align with their clients’ risk tolerance and long-term goals. They work with clients to provide comprehensive portfolio management and ongoing investment advice as it relates to equities, fixed income, and alternative investments. | Directeur Général | 01/07/2021 |
Anciens postes connus de Tom Brady
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Corporate Officer/Principal | 01/10/2021 |
Formation de Tom Brady
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
University of Notre Dame
 University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Finance |
Brady Family Wealth LLC
Brady Family Wealth LLC Investment ManagersFinance Brady Family Wealth develops personalized investment strategies that align with their clients’ risk tolerance and long-term goals. They work with clients to provide comprehensive portfolio management and ongoing investment advice as it relates to equities, fixed income, and alternative investments. | Finance |
