Brad joined MarshBerry in 2015 as a Vice President on the Merger & Acquisition (M&A) team, bringing with him a significant amount of experience in the insurance industry, including M&A, capital management, and general financial management. In addition to his M&A advisory responsibilities, Brad is also involved with the firm’s financial consulting business.
Brad currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 62, 79 and 63 FINRA Registrations through MarshBerry Capital, Inc., the affiliated FINRA- registered Broker/Dealer of Marsh, Berry & Co., Inc.
Prior to joining MarshBerry, Brad worked for The Hanover Insurance Group in M&A as the company expanded globally and added specialty capabilities via acquisition. He also managed capital and ratings and acted as the finance officer of two business units. Before that, Brad was with PartnerRe and Guy Carpenter.
Brad holds a bachelor’s degree in applied economics from Cornell University and an MBA from Cornell’s Johnson Graduate School of Management.