Brad M. Lackey

Senior Vice President at Tiedemann Advisors LLC

Brad M. Lackey

Brad M. Lackey

Senior Vice President at Tiedemann Advisors LLC

Overview
RelSci Relationships

694

Number of Awards

3

Relationships
RelSci Relationships are individuals Brad M. Lackey likely has professional access to. A relationship does not necessarily indicate a personal connection.

Managing Director at Pathstone Family Office LLC

Relationship likelihood: Strong

Managing Director, Advisor & Wealth Planner at Tiedemann Advisors LLC

Relationship likelihood: Strong

Principal & Head of Marketing at The Presidio Group LLC - California

Relationship likelihood: Average

Managing Director & Advisor at Tiedemann Advisors LLC

Relationship likelihood: Average

Managing Director at Pathstone Family Office LLC

Relationship likelihood: Average

Associate Director at Convergent Wealth Advisors LLC

Relationship likelihood: Average

Director at Independence by Convergent

Relationship likelihood: Average

Managing Director & Advisor at Tiedemann Advisors LLC

Relationship likelihood: Average

Managing Director & Advisor at Tiedemann Advisors LLC

Relationship likelihood: Average

Senior Vice President at Tiedemann Trust Co.

Relationship likelihood: Average

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Brad M. Lackey
Senior Vice President at Tiedemann Advisors LLC
Education
Bachelor of Business Administration in Finance
Memberships
Member
Current

Investment Management Consultants Association was established in 1985 to deliver premier investment consulting and wealth management credentials and world-class educational offerings through membership, conferences, research, and publications. IMCA sets the standards and practices for the investment management consulting profession and provides investment consultants and wealth managers with the credentials and tools required to best serve their clients.

Career History
Associate Director
Current

Convergent Wealth Advisors' investment philosophy focuses on strategic asset allocation and diversification and unbiased, open architecture investing. The firm employs quantitative and qualitative analysis in their selection of investment managers. In addition to traditional investments, Convergent offers access to alternative investments including private equity and real estate. The firm assists clients in determining their investment needs and objectives, as well as risk tolerance, through the use of an asset optimization model for asset allocation and research on investments and investment managers. After the client's asset classes have been determined, Convergent's advisory team recommends managers and/or products that have been evaluated by the Investment Strategy Group (ISG), Convergent's research group. The recommended strategies are based on the client's goals, investment objectives, risk tolerance, and cash flow needs, which are documented in an Investment Policy Statement and reviewed periodically. Convergent implements the allocation into appropriate mutual funds, ETFs, private investment funds (including private equity funds), and/or investment managers within each asset class that meet the client's individual requirements. Convergent does not recommend individual company stocks and bonds.

Senior Vice President
Current

Tiedemann Wealth Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of Tiedemann Wealth Management Holdings LL.

Managing Director
Prior

Founded in 1997, Presidio Capital Advisors LLC is an independent broker/dealer located in San Francisco. They are a subsidiary of Presidio Financial Partners LLC. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.

Awards & Honors
CFP (Certified Financial Planner)
Series 65 – Uniform Registered Investment Adviser
Certified Investment Management Analyst
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