As Chief Investment Officer of Infinity Private Wealth, Brad leads the firm’s investment strategy, advisory platform, and client relationships. He brings deep experience advising high-net-worth families and business owners through complex planning decisions, including liquidity events and multi-generational wealth strategies.

Prior to co-founding Infinity Private Wealth, Brad served as Chief Investment Officer of a $700M+ wealth management division of a nationally chartered bank. His career includes senior roles at JPMorgan Private Bank, MidFirst Private Wealth, and Morgan Stanley.

Brad holds the CFA charter, the CIPM designation, and completed Columbia Business School’s Chief Investment Officer program. An Oklahoma native, he lives in Norman with his wife Emi and their two sons.