Brad Smith, CFA
Director – Client & Advisor Services
Brad joined SCS Financial Services in 2010 and manages the Alternative Investment Servicing team. Previously, Brad supported the Director of Fixed Income by sourcing, analyzing, and monitoring current and prospective managers, as well as assisted in modeling custom portfolios for clients and prospects with unique investment objectives. Prior to that role, Brad was responsible for generating monthly performance for client accounts, SCS investment vehicles, and SCS model composites. Brad earned a B.S. from SUNY Plattsburgh majoring in Finance, Economics, Accounting, and Business, and is a CFA and CAIA Charterholder.
