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Brad Lackey

Investor

Managing Director at AlTi Wealth Management France

Lugano Metropolitan Area

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About

Brad Lackey is a Managing Director at AlTi Tiedemann Global, where he serves as a point of contact for ultra-affluent clients and develops financial solutions based on their individual goals and wealth objectives. He was part of the team that established and expanded the firm's Washington, DC presence. Lackey holds a Bachelor of Business Administration in Finance from The George Washington University, is a Certified Financial Planner professional, holds the Certified Investment Management Analyst designation, and maintains the FINRA Series 65 license.

Experience

  1. AlTi Tiedemann GlobalManaging Directorcurrent2020 — presentBethesda, MD
  2. AlTi Tiedemann GlobalDirector2019 — 2020Bethesda, MD
  3. AlTi Tiedemann GlobalSenior Vice President2016 — 2019Bethesda, MD
  4. AlTi Tiedemann GlobalVice President2014 — 2016Bethesda, MD
  5. Convergent Wealth AdvisorsAssociate Director2011 — 2014Potomac, MD
  6. Convergent Wealth AdvisorsInvestment Management Associate2010 — 2011Potomac, MD
  7. Convergent Wealth AdvisorsAnalyst2007 — 2010Rockville, MD

Skills & more

StrategySeries 653Alternative Investments12Asset Allocation7Finance9Investments4Asset Management3Wealth Management10Hedge Funds3Financial Analysis1Mutual Funds1Equities2
+4 moreInvestment AdvisoryPortfolio ManagementInvestment ManagementFinancial Services
  • Certified Investment Management Analyst® — Investments & Wealth Institute
  • Certified Financial Planner™ — CFP Board

From Brad's professional profile.

Colleagues at AlTi Wealth Management France

Adam Gentile
Managing Director at AlTi Wealth Management France
Alex Hokanson
Head of Infrastructure and Energy Transition at AlTi Wealth Management France
Ali Bouzarif
Board Member at AlTi Wealth Management France
Amanda Flynn
Head of U.S. Family Office Services at AlTi Wealth Management France
Amanda Lang
Managing Director at AlTi Wealth Management France
Andreas Wimmer
Board Member at AlTi Wealth Management France
Andrew Douglass
Head of Growth at AlTi Wealth Management France
Andrew Rodger
Senior Advisor at AlTi Wealth Management France

Frequently asked questions

Who is Brad Lackey?
Brad Lackey is a Managing Director at AlTi Tiedemann Global, where he serves as a point of contact for ultra-affluent clients and develops financial solutions based on their individual goals and wealth objectives. He was part of the team that established and expanded the firm's Washington, DC presence. Lackey holds a Bachelor of Business Administration in Finance from The George Washington University, is a Certified Financial Planner professional, holds the Certified Investment Management Analyst designation, and maintains the FINRA Series 65 license.
Where does Brad Lackey work?
Brad Lackey is Managing Director at AlTi Wealth Management France.
Where did Brad Lackey go to school?
Brad Lackey studied at The George Washington University School of Business (Bachelor of Business Administration (BBA), Finance).

Same school

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