Brad Mitchell Lackey
Direttore/Membro del Consiglio presso Edlavitch Jewish Community Center of Washington, DC, Inc.
Profilo
Mr. Brad M.
Lackey is a Managing Director at Tiedemann Advisors LLC.
He has direct responsibility for managing client relationships and addressing all wealth- and investment-related matters, including impact investments.
He helps clients create a comprehensive wealth plan that integrates their investment strategy, philanthropy, and estate planning.
He manages client portfolios by following the investment strategies and allocations determined by the Investment Group and customizing portfolios to meet individual client goals and situations.
He joined Tiedemann when the Firm merged with Presidio Capital Advisors, where he was responsible for opening, building and growing the firm’s East Coast presence.
He served as a trusted advisor and main point of contact to many of the firm’s ultra-affluent clients.
Prior to Presidio, he spent seven years at Convergent Wealth Advisors focusing on ultra-affluent families.
He earned a Bachelor of Business Administration with a concentration in finance from the George Washington University.
He is a Certified Financial Planner, Certified Investment Management Analyst.
Posizioni attive di Brad Mitchell Lackey
Società | Posizione | Inizio |
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Tiedemann Advisors LLC
Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Gestore di Portafoglio-Azioni | 01/10/2016 |
Edlavitch Jewish Community Center of Washington, DC, Inc. | Direttore/Membro del Consiglio | - |
Formazione di Brad Mitchell Lackey
George Washington University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Tiedemann Advisors LLC
Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Finance |
Edlavitch Jewish Community Center of Washington, DC, Inc. |
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