Bio

Brad is Managing Director, and head of due diligence, financial modeling, and research. He is responsible for sourcing, evaluating, and overseeing portfolio investments alongside Chas. Prior to joining Rosemont in 2019, he served as Director of Manager Research at SEI Investments, a $167 billion multi-manager advisory business. He conducted and oversaw manager selection and due diligence across multiple asset classes and provided strategic and tactical leadership for growth opportunities and internal operations. Before arriving at SEI in 2009, Brad spent 15 years as a sell-side analyst and director of research at various firms, performing industry, business, financial and valuation analysis on a wide range of investment opportunities. He is a CFA charterholder and holds a BA in Political Economy from Williams College.