Brad is a Managing Director of Owner Resource Group. He co-heads the ORG Private Equity Group and serves on the Investment Committee.
Over his 30 years in management consulting and private equity, he was been involved in a wide variety of transactions and has been a Board Member for 18 companies.
Prior to joining ORG, Brad was a Partner with Inverness Management and Wand Partners, both New York based private equity firms. Brad began his career as a management consultant in the Restructuring Division of Arthur Andersen LLP.
Brad received his B.S. from the University of Pennsylvania Wharton School and his M.B.A. with honors from the Columbia University Graduate School of Business.
Brad lives in Austin with his wife and three children.
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2023 Year in Review & Outlook
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2023 Year-End Tax Planning
Owner Resource Group is pleased to offer this valuable Year-End Tax Planning Advice from our friends at accounting firm Maxwell, Locke and Ritter. Hopefully, these tips will help prepare you and your business for success as we all navigate new and proposed legislation that could impact your tax planning strategies.