Senior Account Services Associate
Brady is a member of the Account Services Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new relationships, database management, and operational services. Prior to joining Beacon Pointe, Brady spent four years working in various operations-focused roles in the wealth management space. In his free time, he enjoys training and competing in endurance sports like cycling, running, and cross-country skiing.