Meet Bradley Williams, Chief Investment Officer
“Having served in many financial roles during the past few decades, I enjoy using my experience to serve the outstanding clients of Lowe Wealth Advisors.”
As Chief Investment Officer at Lowe Wealth Advisors, Brad helps manage financial risk while ensuring a great experience for clients. He joined Lowe Wealth Advisors in August 2014, bringing more than 15 years of experience in investment analysis and portfolio management.
Formerly has been employed as a portfolio manager for a small-cap mutual fund at Wilmington Trust, portfolio manager with ASB Capital Management, and securities analyst with Legg Mason.
- B.B.A, Finance, University of Wisconsin
- Member, CFA Institute
- Member, Baltimore CFA Society
Did you know? Brad is a…
- Proud Resident of beautiful Woodstock, Maryland.
- Auto Enthusiast.
- Board Member of Forest Hill Swim & Tennis Club, and involved with Howard County Youth Programs.
- Master Chef.