Bradley Small Email & Phone Number

CEO and Founder @ Solomon Private Wealth

5 free lookups per month.
No credit card required.

Bradley Small's Location

Boston, MA, US

Bradley Small's Work

CEO and Founder @ Solomon Private Wealth
Senior Vice President Investment Officer; Fundamental Choice Portfolio Manager Wells Fargo Advisors @ Wells Fargo Advisors
Vice President Wealth Management and Senior Investment Managment Specialist @ Morgan Stanley

Senior Financial Advisor @ Merrill Lynch
Vice President @ North Shore Chamber of Commerce

see less

Bradley Small's Education

Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A.) (Investments and Securities)
1994 - 1999
Gordon College
BA (Business Admin, Accounting, Economics)
1984 - 1988
Beverly High School
1980 - 1984

Bradley Small's Skills

Asset Allocation
Investments
Investment Strategies

Financial Advisory
Mutual Funds
Retirement Planning
Financial Services
ETFs
Insurance
Wealth Preservation Planning

see less

Bradley Small's Summary

Bradley Small, based in Boston, MA, US, is currently a CEO and Founder at Solomon Private Wealth, bringing experience from previous roles at Wells Fargo Advisors, Smith Barney, Merrill Lynch Private Client and North Shore Chamber of Commerce. Bradley Small holds a 1994 - 1999 Master of Business Administration (M.B.A.) in Investments and Securities @ Babson College - Franklin W. Olin Graduate School of Business. With a robust skill set that includes Asset Allocation, Investments, Investment Strategies, Financial Advisory, Mutual Funds and more, Bradley Small contributes valuable insights to the industry. Bradley Small has 2 emails on RocketReach.