Team
|
Michael D. Bradley, CFA Managing Partner Michael is the founder of Bradley & Company. Prior to starting the firm in 2007, he was Vice President – Wealth Management and a Portfolio Manager with Smith Barney’s San Francisco Office for seven years, working in the Corporate Client, Portfolio Management and Private Wealth Management Groups. He earned a BA from UC Berkeley, an MSc from the London School of Economics, and holds the Chartered Financial Analyst designation. He is currently the President of the San Francisco Economic Round Table. He lives in San Francisco with his wife, Star Roth Bradley. |
|
Todd E. Hurlbut, CMT Partner, Portfolio Manager Todd joined Bradley & Company as a Partner in October 2009. Prior to joining the team, Todd was a Vice President and Portfolio Manager at Smith Barney from 1999-2006, running momentum-driven, long-only equity portfolios for high net worth individual clients and middle market institutions, first at the Fifth Avenue and then San Francisco Offices. Mr. Hurlbut received a Bachelor of Arts degree from the University of Virginia, where he attended on a swimming scholarship. He is a Chartered Market Technician, member of the Market Technicians Association, the CFA Institute, and the Security Analysts of San Francisco. |
|
Melissa Kirby Client Management Associate Melissa has been in the Wealth Management field since 2008 and joined our team in May 2010. She is the team’s primary point of client communication and acts as a liaison between clients and financial institutions. Melissa earned a Bachelor of Science in Economics and Business Administration from Saint Mary’s College of California and is working toward her Certified Financial Planner Credential. |
|
Deanna Chea Investment Service Analyst Deanna provides research and technology support to both Bradley & Company and its clients. She maintains various databases of firm information, manages most of our general client communications and provides research. She joined the firm in 2009 and holds a BS in Finance from the University of San Francisco. |
