Brad Smith

Brad Smith has a diverse work experience spanning over two decades. Brad is currently working as the Chief Operating Officer at Saltz Mongeluzzi Bendesky since July 2022. Prior to this, they worked as the Controller at Kleinbard LLC from June 2021 to July 2022. From 2015 to 2021, Brad served as the Office Manager at Anapol Weiss, where they were responsible for managing various administrative operations, financial functions, marketing, and facilities of the firm. Before that, they worked as the Chief Operating Officer and Chief Compliance Officer at Regional Investment Advisor from 2011 to 2015. Brad also has experience as an Internal Wholesaler at Vanguard from 2008 to 2009 and as an Institutional Equities Trader at Chartwell Investment Partners from 2000 to 2008.

Brad Smith attended Malvern Preparatory School for an unknown period of time. Brad then went on to pursue a Bachelor of Science degree in Finance at Drexel University from 1998 to 2001. In addition to their formal education, Brad Smith has obtained certifications such as Series 63 - Uniform Securities Agent State Law Examination, Series 65 - Uniform Investment Adviser Law Examination, and Series 7 - General Securities Representative Examination, although the details of when and where they obtained these certifications are not provided.