Bio

As a long time entrepreneur and strategic consultant, Brad has developed a broad expertise in building sustainable business models with an eye towards long term sustainable growth. His early M&A work in the agri-business and food processing sectors allowed him insights into which operating components help ensure solid growth and stability. He later served as COO for a national brokerage firm and helped develop many protocols for sales of small and mid-sized privately held firms. He later led the acquisitions efforts for a startup in the biotech sector in Cambridge, Massachusetts. As CEO of FP Transitions, he has guided the company’s growth for the past 13 years to over 40 dedicated professionals who consult with over 2,000 clients per year. He has personally overseen consulting assignments with many of the country's largest broker dealers, custodians, and insurance companies, and continues to guide the creation of the next generation of strategies for independent wealth management firms.