Brad Lackey

Brad has over 15 years of experience working with clients to understand their goals and objectives and manage all their wealth and investment-related matters. He worked at Tiedemann Advisors prior to the transaction that created AlTi and, before that, Presidio Capital Advisors, where he was responsible for opening, building and growing the firm’s East Coast presence. Prior to Presidio, he spent seven years at Convergent Wealth Advisors.

Brad has been named a Washington, D.C., Five Star Wealth Manager and a Rising Star 40 and Under on Washington Life’s “Young & the Guest List.” He holds positions at a number of Jewish organizations, including the Edlavitch DC JCC (Board of Directors and Chair of the Investment Committee), Bender JCC of Greater Washington (Investment Committee), and The Jewish Federation of Greater Washington (Investment Committee for the Jewish Community Foundation and Co-Chair of Engagement & Acquisition).

Brad is a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst®. He holds a Bachelor of Business Administration with a concentration in finance from the George Washington University.