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 ultimately about helping people live better, less stressful financial lives. Technology is expanding what’s possible, making trusted advice more accessible, creating better experiences, and lowering the cost to serve
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.