Cfp® Brad M. Lackey Cima®

Brad M. Lackey, CFP®, CIMA®, has a wealth of experience in the financial industry. Brad M. began their career at Convergent Wealth Advisors in 2007, where they held various roles including Analyst, Investment Management Associate, and Associate Director.

In 2014, Brad joined AlTi Tiedemann Global as Vice President, and quickly moved up in the ranks, becoming Senior Vice President in 2016 and Director in 2019. Currently, they hold the position of Managing Director, where they are involved in delivering transformational solutions that create enduring value for clients.

Throughout their career, Brad has worked with individuals, institutions, foundations, and family-led businesses, offering a connected ecosystem of advice, solutions, and innovative opportunities from across the global network. Brad M.'sexpertise and leadership have made him a valuable asset in the financial industry.

Brad M. Lackey, CFP®, CIMA®, earned their Bachelor of Business Administration (BBA) degree in Finance from The George Washington University School of Business, which they attended from 2003 to 2007. In addition to their academic background, they hold certifications as a Certified Financial Planner™ from the CFP Board and as a Certified Investment Management Analyst® from the Investments & Wealth Institute. The specific months and years when they obtained these certifications are not provided.