Managing Partner | Chief Investment Officer
When Brad first began studying finance and economics, it was because it was intellectually stimulating, and it has remained so for his 30 year career. He believes there is no limit to what can be learned and this view motivates every Investment Committee meeting. Brad finds it incredibly gratifying and humbling to be the trusted advisor to many clients.
Brad also appreciates participating in the American dream of building a small business. CFM has grown from one employee to over 25 in the past 27 years and is now one of the largest private wealth management companies in Colorado. It’s been a great ride, and he think it’s only going to get better.
Brad values community service and he serves as Trustee for the Boulder Rotary Foundation and Boulder Country Day School. He was previously Chair for the Board of Trustees and Chair of the Finance Committee for the Community Foundation Serving Boulder County, a member of the Community Advisory Panel for Roche Colorado, and a Trustee and Treasurer for The People’s Clinic.
Brad lives in Boulder with his wife, Dana, and four children. He enjoys golf, skiing, biking, and tennis.