Bradley C. Drake, CFA
Brad is an Executive Vice President at Rothschild, having joined the firm in 1991. He serves as the firm’s Chief Financial Officer and Chief Compliance Officer, and is a member of Rothschild’s Executive Committee, which handles all aspects of the firm’s strategic direction.
Before joining Rothschild, Brad managed assets at Citicorp Asset Management. In this role, he was responsible for trust, agency, and IRA rollover accounts. Previously, Brad held a similar position at Boulevard Bank National Association.
He is a Chartered Financial Analyst® and is a member of the CFA Institute. Brad received a bachelor’s degree in finance from Indiana University and an MBA in finance from DePaul University.