Feldman Bradley
Consulente / Consigliere presso Schechter Private Capital LLC
Profilo
Brad Feldman joined Schechter in 2007.
He came to the firm after working as a real estate and corporate litigator at Jackier Gould, PC in Bloomfield Hills, Michigan, and as Vice President of TRG Capital Group, LLC in Farmington Hills, Michigan, where he began his career in financial services.
Brad works with high net worth families in the areas of financial and investment planning, wealth transfer, estate planning, and charitable giving strategies.
He also works with closely held companies on their business succession planning, as well as help implement both traditional and alternative non-qualified deferred compensation programs.
He has been a frequent author and lecturer on a variety of industry-related topics.
Brad holds a JD from the University of Detroit-Mercy School of Law, a CLU® from The American College, a BA from the University of Michigan, and is licensed as an Investment Advisor Representative and General Securities Representative.
He has played an active role in the community, currently serving as a board member for Kids Kicking Cancer and Jewish Senior Life of Metropolitan Detroit.
He has previously served on boards and committees for a variety of non-profit organizations, including Junior Achievement of Southeast Michigan, Hillel Day School of Metropolitan Detroit, The Community House, and ORT America.
Posizioni attive di Feldman Bradley
Società | Posizione | Inizio |
---|---|---|
Schechter Private Capital LLC
Schechter Private Capital LLC Investment ManagersFinance Schechter Private Capital LLC (Schechter Private Capital) is a private equity subsidiary of NFP Holdings LLC founded in 2016. The firm is headquartered in Birmingham, Michigan. | Consulente / Consigliere | 01/01/2023 |
Precedenti posizioni note di Feldman Bradley
Società | Posizione | Fine |
---|---|---|
TRG Capital Management, Inc.
TRG Capital Management, Inc. Investment ManagersFinance TRG Capital Management, Inc. provides investment advice. The private company is based in Raleigh, NC. | Investitore di Private Equity | 01/04/2007 |
Langnas & Associates PC | Investitore di Private Equity | 30/10/2001 |
University of Detroit Mercy School of Law | Consigliere Generale | 31/12/1998 |
Formazione di Feldman Bradley
University of Michigan | Graduate 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 | 3 |
---|---|
TRG Capital Management, Inc.
TRG Capital Management, Inc. Investment ManagersFinance TRG Capital Management, Inc. provides investment advice. The private company is based in Raleigh, NC. | Finance |
Schechter Private Capital LLC
Schechter Private Capital LLC Investment ManagersFinance Schechter Private Capital LLC (Schechter Private Capital) is a private equity subsidiary of NFP Holdings LLC founded in 2016. The firm is headquartered in Birmingham, Michigan. | Finance |
Langnas & Associates PC |
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