Brad Williams Email & Phone Number

Experienced investment professional with over 20 years as a portfolio manager and investment consultant to individuals, families, trusts, non-profits and retirement plans. Brad founded Boston Portfolio Advisers as a boutique investment firm providing discretionary investment management to high net worth families, endowments/foundations and retirement plans. The firm utilizes the same precepts and philosophy employed by large, sophisticated institutions in the management of their capital. As a registered investment adviser, BPA is held to the highest fiduciary standards.Lebed Asset Management likewise serves high net worth families as a boutique investment advisor. The firm was founded on the principle that capital markets are dominated by short-term thinking and a herd instinct. Lebed Asset Management seeks to benefit clients by taking an independent and long-term view in building diversified portfolios of individual stocks.

Listed skills include Investment Management, Financial Planning, Retirement Plans, 401K Rollovers, and 38 others.