Brad Williams
President and CEO at Boston Portfolio Advisers, LLC
- Role
- President and CEO at Boston Portfolio Advisers, Llc
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Brad Williams
Experienced investment professional with over 25 years as a portfolio manager and investment consultant to individuals, families, trusts, non-profits and retirement plans. Brad founded Boston Portfolio Advisers as a boutique investment firm providing discretionary investment management to high net worth families, trusts and retirement plans. The firm utilizes the same precepts and philosophy employed by large, sophisticated institutions in the management of their capital. As a registered investment adviser, BPA is held to the highest fiduciary standards. Lebed Asset Management likewise serves high net worth families as a boutique investment advisor. The firm was founded on the principle that capital markets are dominated by short-term thinking and a herd instinct. Lebed Asset Management seeks to benefit clients by taking an independent and long-term view in building diversified portfolios of individual stocks.
Experience
President and CEO
Boston Portfolio Advisers, Llc
Jan 2015 — Present · Boston, MA
Education
Middlebury College
BA, Economics, Environmental Studies
1989 — 1993
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration - MBA
1995 — 1998
Skills
- Retirement Planning
- Wealth
- Wealth Management
- Retirement Plan Consulting
- Management
- Strategic Planning
- Social Media
- Wealth Accumulation Strategies
- Roth Ira
- 401k Rollovers
- Asset Allocation
- Financial Advisory
- 403 B
- Leadership
- Asset Management
- Politics
- Investment Management
- Strategy
- Political Consulting
- Financial Planning
- Iras
- Investment Advisory
- Alternative Investments
- Nonprofits
- Investments
- Finance
- Wealth Management Services
- Public Speaking
- Portfolio Management
- Estate Planning
- Retirement Plans
- Strategic Financial Planning
- Securities
- Political Campaigns
- Capital Markets
- Qualified Retirement Plans
- Rollovers
- 457 Plans
- Grassroots Organizing
- Nonprofit Organizations
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.