Brad is a Senior Partner and co-founder of Charlesmead Advisors, LLC and also is a Partner at Balhoff & Williams, LLC. Brad joined the predecessor firm to Balhoff & Williams in 2005 and became a Partner at Balhoff, Rowe & Williams in 2007.

Previously, Brad was a member of the Strategic Planning & Business Development group at Lowe’s Companies Inc., the Fortune 50 home improvement retailer.

Prior to joining Lowe’s, Brad worked with Mike Balhoff in the award-winning Telecommunications Equity Research Group at Legg Mason, focusing on incumbent and rural local exchange carriers.

Prior to joining Legg Mason, Brad was a co-founder of eSprocket / Beachfire, a venture-backed company that evolved into one of the pioneers in mediation technology solutions for the financial services sector.

Previously, he served as a financial executive for a holding company that integrated, through acquisitions, a significant regional freight rail network.  After being admitted to the North Carolina Bar, Brad began his career as an investment banker focusing on private financings and transactional advisory services in First Union’s Capital Markets Group. He has a BA in Economics from the University of North Carolina and a JD from the University of North Carolina School of Law.

Brad is a Registered Representative of and Securities Products are offered through BA Securities, LLC Member FINRA SIPC.  Any testimonial or endorsement may not be representative of the experience of other customers and is no guarantee of future performance or success.