Brad Curtis
Managing Director @Tag Financial Institutions Group
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WORK HISTORY
Managing Director @Tag Financial Institutions Group
Dallas-Fort Worth, TX, US
TAG Financial Institutions Group (“TFIG”) is a boutique investment bank with a focus and passion in providing investment banking services to middle market companies in the financial services sector. TFIG is dedicated to meeting the needs of dynamic, mid-sized businesses by providing attentive service, creative ideas, skilled execution and extraordinary value creation.Registered Representative of and Securities offered through Ashland Securities, LLC Member FINRA SIPC TAG Financial Institutions Group, LLC and Ashland Securities, LLC ashlandsecurities.com) are separate and unaffiliated entities. Any testimonial or endorsement may not be representative of the experience of other customers and is no guarantee of future performance or success.
EDUCATION
DePaul Driehaus College of Business
Master of Business Administration (M.B.A.), Finance w/ Distinction
Brown University
Modern American History, Political science
SKILLS
ABOUT BRAD CURTIS
Continue to serve privately-owned companies, entrepreneurs, and family-held businesses with superior investment banking advisory services and strategic consultation. Focus on companies in the lower middle market with revenues up to $150 million and EBITDA as low as $2 million as wespecialize in niche industry verticals and have deep domain expertise. FINRA licensed 79 and 63.
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