Brad joined Congress Asset Management in 2015. He is responsible for business development and relationship management efforts throughout all financial intermediary distribution channels in New Jersey, Delaware, Maryland, the District of Columbia, and Long Island NY for the firm.

Brad has over 30 years of experience in the financial services industry, most of it focused on providing consultative sales support to financial advisors. He enjoys building long-term relationships with the advisors he interacts with. Prior to joining Congress, Brad held various wholesaling roles at Dreyfus/ Bank of New York Mellon, where he covered all distribution channels.

In his spare time, he enjoys boating, skiing, and is an active member of the Boy Scouts of America.