Brad Rice is an accomplished attorney with extensive experience in business and estate planning, currently serving as Corporate Counsel and Associate Estate Attorney at EP Wealth Advisors since February 2022. Prior to this role, Brad held positions including Business and Estate Planning Attorney at Smart Schofield Shorter, where responsibilities included drafting and negotiating various agreements and designing estate plans. Experience also includes serving as a Financial Crimes Compliance KYC/EDD Analyst at Goldman Sachs, where case closure expectations were consistently exceeded, and other legal roles contributing to contract negotiation and litigation strategies. Educational qualifications include a J.D. from Penn State Law and an MBA from the Penn State Smeal MBA Program, complemented by studies at Università Bocconi.
Sign up to view 0 direct reports
Get started