Managing Director
Joined: 2018
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Brad joined DeVoe & Company in 2018. He brings 30+ years of financial services experience in wealth management, asset management, and banking. Brad has led several multi-billion dollar AUM RIAs and banks that own RIAs, many of which he helped grow through acquisition. His roles included President of PSBT’s Wealth Management Group, Managing Director of Manarin Investment Counsel, President of Carson Wealth Management Group, and President and CEO of BancWest Investment Services. Earlier in his career, he held senior positions at Citigroup, Kemper Financial Institution Group, and consulted with Farmers Financial Services. Brad earned his undergraduate degree in Economics from Loyola University Chicago.