Michael is the founder of Bradley & Company. From 2000-2007, he was a senior portfolio manager with Smith Barney's Private Client Group. In that capacity, Michael executed a wide variety of strategies for startup corporate executives and high-net-worth clients. His areas of expertise include taxable portfolio management, stock option strategies, offshore and international investments, private placements, cash flow analysis and risk management.
He earned a BA from UC Berkeley and an MSc from the London School of Economics, and he holds the Chartered Financial Analyst designation.
Melissa has been in the wealth management field since 2008. She started her career as a project coordinator at YCMNET Advisers, and she joined Bradley & Company in 2010. She directs implementation and transaction execution, and she acts as a liaison between clients and financial institutions. Her expertise includes estate planning, mortgages, private investments, Rule 144 and 10b5-1 transactions and cash management.
Melissa earned a BSE in economics and an MS in finance from Saint Mary's College of California. She is a CERTIFIED FINANCIAL PLANNER™ professional.
Louise began working with Michael at Smith Barney, where she was an Intern from 2006-07. From 2007-08, she worked for Bradley & Company, LLC as a portfolio management associate before moving to Charles Schwab as a New Accounts Associate from 2008-13. From 2013-2016, she was head of operations at Vesta Wealth Management.
In 2021, she rejoined us in her current role. Louise earned a BA from the University of Denver.