Brad Mitchell Lackey

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.
He 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.