Brad Lackey

Brad Lackey

Direktor/Vorstandsmitglied bei
Edlavitch Jewish Community Center of Washington, DC, Inc.
Finance
Consumer Services
Commercial Services

Profil

Mr. Brad M.
Lackey is a Managing Director at Tiedemann Advisors LLC.
He has direct responsibility for managing client relationships and addressing all wealth- and investment-related matters, including impact investments.
He helps clients create a comprehensive wealth plan that integrates their investment strategy, philanthropy, and estate planning.
He manages client portfolios by following the investment strategies and allocations determined by the Investment Group and customizing portfolios to meet individual client goals and situations.
Mr. Lackey joined Tiedemann when the Firm merged with Presidio Capital Advisors, where he was responsible for opening, building and growing the firm’s East Coast presence.
He served as a trusted advisor and main point of contact to many of the firm’s ultra-affluent clients.
Prior to Presidio, he spent seven years at Convergent Wealth Advisors focusing on ultra-affluent families.
He earned a Bachelor of Business Administration with a concentration in finance from the George Washington University.
He is a Certified Financial Planner, Certified Investment Management Analyst.

Aktive Positionen von Brad Lackey

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.10.2016
Direktor/Vorstandsmitglied -

Ausbildung von Brad Lackey

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Beziehungen

87

Beziehungen ersten Grades

3

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

Unternehmensverbindungen

Private Unternehmen3

Finance

Consumer Services

Commercial Services

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