Brad Marcolini

Trader, Investment Operations

Brad is a member of the Investment Operations Team at BWM, providing trade execution of asset allocation strategies approved by the Investment Committee and assisting in executing custom allocation strategies.

Prior to joining BWM in April 2023, Brad started his career at Baystate Financial in 2018 as an intern on the Sales Desk. He joined Baystate Financial full-time in 2019 as a member of the Sales Desk and later became a Financial Advisor.

Brad received his Bachelor of Science in Business Administration in Finance from Elon University in 2019. He lives in Boston, is a native of Leominster, Massachusetts, and enjoys watching live hockey games.

Please Note: Limitations.The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if BWM is engaged, or continues to be engaged, to provide investment advisory services.