As MyVest’s Head of Analytics, Brad leads a talented team in Austin and San Francisco in developing a business intelligence platform designed specifically for financial institutions.
He is on a mission to create data-driven financial institutions and transform how advice is delivered through advisors and financial applications. For nearly a decade, Brad has been focused on developing a completely new type of data and analytics platform. A platform that will help financial institutions win business, strengthen relationships, identify compliance issues, improve efficiency, and — most importantly — deliver better advice to customers.
Prior to joining MyVest, Brad founded Draft, a modern suite of analytics and communication tools built to help wealth advisors win and retain assets. He previously served as a financial advisor at UBS and Morgan Stanley, and worked on Zephyr Associates’ portfolio analytics products.
Brad has a bachelor’s degree from Vanderbilt University and a master’s in technology commercialization from the University of Texas at Austin.