Brad has direct responsibility for managing client relationships primarily working with foundations, endowments and nonprofit organizations. He works closely with clients to understand their goals and objectives; manage their investments, including impact investing; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan. Brad co-leads the firm’s impact investing strategy. He also designed and directly oversees the firm’s environmental sustainability impact theme.

Brad is a frequent speaker on impact investing, total portfolio activation and environmental investing topics. He is involved with the Global Impact Investing Network, Social Venture Partners, Confluence Philanthropy, Mission Investor’s Exchange, and a number of other effective organizations raising the efficacy of impact investing. Brad joined Tiedemann when the firm merged with Threshold Group, where he served as Director of Wealth Advisory.

He earned a Bachelor of Science in Applied Economics and Management from Cornell University and a Master of Environmental Management from Yale University. Originally from Massachusetts, Brad resides in Portland, Oregon, with his family.