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Brad is responsible for client investment analysis and reporting for multi-generational wealthy individuals and families. In his role, Brad serves on the Investment Committee and manages client portfolios. His expertise includes investment analysis, financial planning, analysis and modeling, and business development. Prior to joining UBS in 2008 and Eton Advisors in 2009, Brad served as a Financial Advisor with the Principal Financial Group, providing financial planning services, including retirement planning, asset allocation, estate planning, and tax strategies to high net worth clients. Before that, Brad served as Assistant Vice President and Investment Analyst at BB&T Asset Management and performed fundamental analysis on individual equities for the Core Model, Equity Income, and Large Cap Portfolios. Brad is a Chartered Financial Analyst and holds an MBA from the University of Tennessee at Knoxville and a BS in Finance from the University of Tennessee at Knoxville.