Brad Lawler

Brad Lawler has a diverse work experience in the finance and analytics industry. Brad is currently the Vice President of Analytics at MyVest since May 2021, where they are responsible for developing a data and analytics platform for financial institutions. Prior to this, Brad served as the Head of Analytics at MyVest since July 2017, focusing on creating data-driven financial institutions and transforming the delivery of financial advice.

Before joining MyVest, Brad was the Founder and CEO of Draft from July 2014 to July 2017. At Draft, they developed a suite of analytics and communication tools to assist wealth advisors in managing client portfolios effectively. Additionally, they worked at Infochimps, a CSC company, as a Sales representative from October 2013 to July 2014. Brad helped businesses utilize their data effectively through the Infochimps Platform, a managed cloud service for building and managing complex Big Data environments.

Earlier in their career, Brad worked as a Financial Software Consultant as an independent contractor from February 2011 to October 2013. Prior to that, they served as a Senior Sales Consultant at Zephyr Associates, Inc. from January 2008 to February 2011. In this role, they recruited new customers and expanded the use of software tools to generate additional revenue and enhance client retention. Brad also collaborated closely with software developers to implement new functionality.

Brad started their career in the finance industry as a Financial Advisor at UBS Wealth Management from October 2006 to March 2008. Brad then worked as a Financial Advisor at Morgan Stanley from 2003 to 2006.

Overall, Brad Lawler has a comprehensive background in analytics, sales, and financial advisory roles, enabling him to bring a unique perspective and expertise to their current position as Vice President of Analytics at MyVest.

Brad Lawler attended the Texas McCombs School of Business from 2013 to 2014, where they earned a Master's degree in Technology Commercialization. Prior to that, they attended Vanderbilt University from 1998 to 2002, although it is unclear if they obtained a degree or had a specific field of study during that time.