Brad is the head of specialized investment distribution at John Hancock Investment Management. In this role, he oversees the sales teams responsible for the distribution and service of John Hancock Investment Management’s separately managed account and exchange-traded fund businesses. In addition to this, Brad manages the wire specialist team at John Hancock Investment Management. This team collaborates with the John Hancock national accounts team and is dedicated to developing key relationships at wirehouse firms. He first joined John Hancock Investment Management after working for Legg Mason in Baltimore. Brad’s 20+ years of industry experience include related roles with the John Hancock Private Client Group, Knott Capital Management, and Legg Mason. He holds the Certified Investment Management Analyst designation.

Education: B.A., International Business, Lehigh University

Joined the company: 2002
Began career: 1999

Brad is the separately managed account (SMA) platform manager at John Hancock Investment Management. In this role, he is responsible for a variety of tasks ranging from platform management, distribution, marketing, and service of John Hancock Investment Management’s SMA business. Brad first joined John Hancock after working for TD Waterhouse in Boston. His 20+ years of industry experience also includes related roles with John Hancock Retirement Plan Services, TD Waterhouse, and Scudder. He holds the Chartered Retirement Planning Counselor designation.

Education: B.A., Business, Saint Anselm College

Joined the company: 2005
Began career: 2000