Brad Porter
Regional Vice President, New Client Development
Office Information
Contact Brad
Brad’s Locations
Plymouth, MN 55441 (763) 417-1700
About Brad
Brad brings nearly 12 years of financial services experience to his role as Regional Vice President, New Client Development. He works with individuals, families, executives, business owners, and retirees to understand their priorities and connect them with an advisory team aligned with their needs. His background includes advising high-net-worth households and supporting growth at advisory firms.
Brad has held roles with J.P. Morgan Private Bank, Crestone Capital, SALT Blockchain Asset Management, Personal Capital, Empower, and Compound Planning. This experience gives him perspective on both client relationships and the systems that help advisory teams serve clients effectively. He is especially skilled at simplifying complex situations involving concentrated stock, equity compensation, pre-liquidity planning, and private market investing.
Brad lives in Centennial, Colorado, and is the proud father of Brooklyn and Beau. Outside of work, he enjoys golf, skiing, travel, endurance cycling and running events, and time outdoors with his children.
Education
- BS – Business Administration (emphasis in Finance), University of Colorado Boulder, Leeds School of Business Evans Scholar
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