Bradley Alan Weber

Bradley Alan Weber

Portfolio Manager-Aktien bei Aspiriant LLC

Commercial Services
Consumer Services
Finance

Profil

Mr. Bradley A.
Weber, CPA, is a Director in Wealth Management & Partner at Aspiriant LLC.
He has been providing investment and wealth advisory services to high net worth individuals and their families since 1998.
He joined Aspiriant in 2010 as a result of the acquisition of Deloitte Investment Advisors.
Mr. Weber is the team leader of the Minneapolis office and a principal in the firm.
In addition, he serves on the Aspiriant Business Development Committee.
He has successfully implemented a process and systems-oriented investment plan and structure for individuals, families and family offices.
He works closely with clients to deliver wealth management services focused on the implementation of an investment process and program that includes asset allocation, cash management, assistance in the selection of managers, and the monitoring of portfolio performance.
Prior to Aspiriant, he worked at Deloitte Investment Advisors and was Practice Leader for the Minneapolis office since 2005.
His career began in 1997 at the accounting firm Arthur Andersen LLP.
Mr. Weber graduated from the University of Wisconsin in 1996 with a Bachelor of Business Administration in Accounting and Finance.
Brad is a Certified Public Accountant and has obtained his Series 63 and Series 65 certifications.
He is a member of the AICPA and MNCPA.
He also actively volunteers as a member of St. Philip the Deacon Lutheran Church.

Aktive Positionen von Bradley Alan Weber

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Portfolio Manager-Aktien 01.09.2010
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Corporate Officer/Principal -
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University of Wisconsin Undergraduate Degree

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