Bradley Kellum
Partner, Head of Wealth Management for North America
 // . //  Our People //  Bradley Kellum

Bradley is a partner in the Retail and Business Banking and Private Capital Practices based in New York, and leads Oliver Wyman’s Wealth business in North America.

He has more than 25 years of experience in financial services, with expertise in strategy, business optimization, target operating model design, new product development, commercial due diligence, risk and regulation.

Wealth management is about solving the financial needs of your clients. It's helping them live better, less stressful lives through an array of trusted advice, investments, banking, lending, and insurance products. It's a high hill to climb to do it well and at scale, but technology is expanding the art of the possible by democratizing access, enabling new client experiences, and driving down delivery costs

Bradley has featured as a speaker at various industry forums and client events, and has authored several reports, including Winning At All Costs — Cost Management As Key Success Driver, Delivering On Goals-Based Wealth Management, Digital Banking — The Time Is Ripe, Don’t Spoil The Opportunity, Outlook For The Alternative Investments Industry, and Oliver Wyman’s 2007 State Of The Financial Services Industry report.

Prior to joining Oliver Wyman, Bradley held senior positions in the capital markets and corporate development groups at Charles Schwab & Co. Inc. Other roles included finance and business strategy positions with Wells Fargo & Co., and First Interstate Bank.

When he is not problem-solving with clients, Bradley enjoys spending time with his family and friends, cooking, photography, making music and a range of sports and outdoor activities.

Bradley holds an MBA from the Thunderbird School of Global Management (Garvin) with Distinction and a BA in Economics and German from the University of Michigan-Ann Arbor with High Honors.