Bradley Holmes, CFA

Private Advisor, Managing Director

Brad Holmes, CFA, is a Private Advisor, Managing Director based in New York City. He advises high net worth individuals, families and not-for-profit clients on asset allocation and investment strategy. Prior to joining Rockefeller, Mr. Holmes was at Merrill Lynch Private Banking & Investment Group where he advised ultra-high net worth clients on multi-asset class portfolios and customized investment solutions. Prior to joining Merrill Lynch, Mr. Holmes was Head of US Equities at Itau USA Asset Management where he led the distribution of US equity strategies for Latin America clients. Before Itau, Mr. Holmes spent 16 years at Oppenheimer Capital, and was a Portfolio Manager and Research Analyst focused on Mid and All Cap Portfolios. He is a Chartered Financial Analyst® charterholder. Mr. Holmes earned an MBA from the Leonard N. Stern School of Business at New York University and is a graduate of the University of Michigan.