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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Wealth Management – Q2 2022 Review
The confluence of global economic and geopolitical issues culminated into a particularly challenging environment for capital markets during the first half of 2022. Inflation, interest rates, and the growing threat of a recession, not to mention ongoing war in Ukraine, have increased risk premiums across both equity and fixed income asset classes.
Wealth Management – Q1 2022 Review
Owner Resource Group is pleased to provide the following wealth management insights from Round Table Wealth Management First Quarter 2022 […]
Wealth Management – Fourth Quarter 2021 Review
Owner Resource Group is pleased to provide the following wealth management insights from Round Table Wealth Management Fourth Quarter 2021 […]