Profil
Mr. Bradley K.
Wilson is an Private Wealth Advisor & Private Client Group Wealth Management at SVB Wealth LLC.
He specializes in working with successful individuals and families to manage their assets.
He is committed to delivering individualized, fully integrated financial solutions that aim to solve personal challenges and provide security and peace of mind.
works closely with his SVB Private colleagues and his clients’ external advisors to provide thoughtful advice and guidance on investment, retirement, philanthropic, estate, and tax-planning strategies.
He has nearly two decades of experience in the financial services industry, with special emphasis on portfolio construction and fixed income investing.
Previously, Mr. Wilson was the Head of Fixed income at SVB Private managing fixed income portfolios for individual and institutions and providing investment research.
He was also a contributor to the formulation of fixed income policy and strategy.
Before joining SVB Private, he was a Director at UBS Investment Bank in the fixed income department working as a senior trader on the US Government trading desk.
He has also worked within the Wealth Management division of UBS focusing on client portfolio management.
He started his career in the fixed income department of Prudential Securities.
Mr. Wilson received a Bachelor of Arts degree in Economics at Lafayette College in Pennsylvania.
He is a certificate holder from the Securities Industry Institute sponsored by the Wharton School of Business in Philadelphia.
Postes actifs de Brad Wilson
| Sociétés | Poste | Début |
|---|---|---|
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Analyst-Fixed Income | 02/10/2014 |
Anciens postes connus de Brad Wilson
| Sociétés | Poste | Fin |
|---|---|---|
Boston Private Bank & Trust Co.
 Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Corporate Officer/Principal | 02/10/2014 |
| Prudential Securities | Corporate Officer/Principal | - |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Formation de Brad Wilson
| Lafayette College | Undergraduate Degree |
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Finance |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Finance |
| Prudential Securities | Finance |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Finance |
