Managing Partner, Portfolio Manager
Michael is the founder of Bradley & Company. The portfolio management activities of the team are directed and executed by Michael. Prior to founding 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 past President of the San Francisco chapter of the National Association for Business Economics and past President of the Economic Round Table of San Francisco. He lives in San Francisco.
Client Management Associate, Planner
Melissa has been in the Wealth Management field since 2008. Previously a part of YCMNET Advisers, she joined Bradley & Company in 2010. She is the team’s primary point of client communication and acts as a liaison between clients and financial institutions. Melissa earned a BS from Saint Mary’s College of California, and holds the Certified Financial Planner® Credential.