David Bradt

David Bradt Email and Phone Number

Managing Director at Andersen Tax @ Andersen Tax
san francisco, california, united states
David Bradt's Location
McLean, Virginia, United States, United States
David Bradt's Contact Details
About David Bradt

Experienced Managing Director with a demonstrated history of working in the financial services industry. Strong business development professional skilled in Securities, Asset Management, Tax Accounting, Investment Advisory, and Estate Planning.

David Bradt's Current Company Details
Andersen Tax

Andersen Tax

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Managing Director at Andersen Tax
san francisco, california, united states
Website:
andersen.com
Employees:
1561
David Bradt Work Experience Details
  • Andersen Tax
    Managing Director
    Andersen Tax Jun 2002 - Present
    Mclean Va
    David is a founding Managing Director of Andersen Tax, which resulted from a management buyout of the high net worth practice at Arthur Andersen. Initially a subsidiary of HSBC (2002-2007), Andersen Tax spun off as a stand-alone partnership in 2007. He has more than 42 years of experience in his tax and financial advisory practice. He has extensive experience providing investment consulting, tax planning, financial planning, and family wealth planning and tax-reporting services to high net worth individuals, family offices, corporate executives and family business owners.David serves as chairman of the Andersen Tax Investment Committee and leader of the firm’s Investment Consulting Services Practice. David’s practice has included substantial family offices. In addition to providing tax planning, compliance, family wealth planning and investment consulting (Andersen Tax is an RIA) to these clients, he has consulted on family business and operations. Specifically, he has advised family businesses on continuity and growth, exit strategies for some/all of the family owners, and transition of family business operations from family owner/operator to family owner/non-family management. His family clients involve multi-generational strategies for both investments and family business operations.
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  • Andersen
    Managing Director
    Andersen Jul 2002 - Jun 2019
    Mclean Va
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  • The Community Foundation For The National Capital Region
    Former Chair And Member Of Board
    The Community Foundation For The National Capital Region 2004 - 2013
  • Arthur Andersen
    Partner
    Arthur Andersen Aug 1974 - Jul 2002
    Mclean Va
    During his time with Arthur Andersen, David launched the Family Business Forum at American University. Partnering with Tucker Flyer and The Meltzer Group, the Family Business Forum ran from 1995 to 2000 and was a non-degree membership organization made up of medium to large family-owned businesses with multiple family members involved in the business. The Forum provided a support network for successful family businesses and assisted members in dealing with complex business issues that affect family businesses in unique ways.David developed educational programs and provided advisory services on such topics as:• Board and Governance• Frameworks for Continuity • Family Dynamics• Philanthropy• Wealth Transfer

David Bradt Skills

Tax Private Equity Due Diligence Financial Analysis Asset Management Financial Planning High Net Worth Individuals Venture Capital Restructuring Corporate Finance Mergers And Acquisitions Investments Hedge Funds Strategic Financial Planning Estate Planning Alternative Investments Wealth Management Cpa Asset Allocation Tax Research Business Valuation Tax Accounting Valuation Corporate Tax Securities Financial Structuring Investment Advisory Mergers

David Bradt Education Details

Frequently Asked Questions about David Bradt

What company does David Bradt work for?

David Bradt works for Andersen Tax

What is David Bradt's role at the current company?

David Bradt's current role is Managing Director at Andersen Tax.

What is David Bradt's email address?

David Bradt's email address is da****@****tas.com

What is David Bradt's direct phone number?

David Bradt's direct phone number is +170356*****

What schools did David Bradt attend?

David Bradt attended Cornell University, Washington And Lee University School Of Law, Washington And Lee University School Of Law.

What skills is David Bradt known for?

David Bradt has skills like Tax, Private Equity, Due Diligence, Financial Analysis, Asset Management, Financial Planning, High Net Worth Individuals, Venture Capital, Restructuring, Corporate Finance, Mergers And Acquisitions, Investments.

Who are David Bradt's colleagues?

David Bradt's colleagues are Patrick Hubbs, Manuel Puig Amutio, Lindsay Farris, Matt Morley, Anna Castellaro, Peter Elek, Hoe Yee Loh.

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