Bradley Bodmer Jr. is a Client Associate and Analyst in the Rockefeller Global Family Office. Brad works with a Managing Director to provide comprehensive financial services to ultra-high net worth individuals and families, including investment management, tax strategy, trust & estate planning, philanthropy, cash flow planning, and risk management.
Prior to joining Rockefeller Capital Management, Brad interned at Amwins Group Benefits where he worked firsthand with the Vice President of Sales to maintain customer relationships and assist in acquiring new business. Prior to Amwins Group Benefits, Brad interned at Ayco, A Goldman Sachs Company where he worked with Financial Planners and Analysts to prepare financial exhibits for Account Managers. Prior to Ayco, Brad interned at Northwestern Mutual where he provided financial planning to his clients and sold various types of insurance.
Brad attended Providence College for both graduate and undergraduate school where he obtained a Master’s in Business Administration and a Bachelor of Science in Finance and Management. Brad currently holds the FINRA SIE license and is working towards his Series 7 and Series 66 licenses.