AVP, Senior Associate
Mr. Brady works with client families and entrepreneurs to deliver financial strategies encompassing wealth planning and transfer strategies, investments, digital currencies and lending. He is a graduate of Bucknell University, where he earned a bachelor’s degree in education. While there he served as vice president of finance for Bucknell Student Government. After graduation in 2015, he began his finance career as a Market Research Analyst at Harcourts Pharmacy Private Limited, where he served until joining Fieldpoint Private Securities, LLC as an Associate in 2016. He was later promoted to Senior Associate and Assistant Vice President.