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Brad Daniels, CFA

Brad Daniels, CFA

Senior Advisor

Brad's goal is to increase his clients' wealth in a responsible manner. Passionate about the financial services industry since college, Brad now has over 30 years of experience as a professional portfolio manager.

Brad was a securities analyst and portfolio manager at Miller, Anderson & Sherrerd, Morgan Stanley and Fox Asset Management where he was also Director of Research.  His entire career has focused on value investing, with an emphasis on earnings and cash flow.  With his value-based investing strategy at the forefront, Brad is now responsible for research, customization and implementation of client's investments.  He gives clients personal attention while understanding what their needs and goals are. 

Brad earned a BA in Applied Mathematics from the University of Pennsylvania and and MBA from the Wharton School.  He is also a Chartered Financial Analyst and holds Series 7 and 66 securities registrations with Cetera Advisor Networks LLC.

In his spare time, Brad enjoys cooking and volunteering with the Boy Scouts where he was a Scoutmaster for five years.  He is a member of St. Mary's Church, Colts Neck, NJ.  Brad and his wife, Rosemary, have been married for 30 years and have three daughters and one son.