Bradley Howe, CFA, CFP®️
Vice President - Portfolio Manager & Investment Team Lead
First Business Trust & Invesments
Madison, WI (Greater Dane County)
Bradley Howe joined First Business Trust & Investments in 2018 and serves as Vice President – Portfolio Manager and Investment Team Lead. Brad is a Relationship Manager who works with individuals, institutions, and not-for-profit organizations in the areas of investment management, financial planning, and retirement planning. He has over 17 years of experience in the financial industry with extensive work in both investment analytics and client service. Prior to joining First Business, he worked with BOA Merrill Lynch, Fitch Ratings, and most recently, a local registered investment advisor firm.
Brad is a graduate of Lake Forest College. He received his Chartered Financial Analyst designation in 2011 and his Certified Financial Planner designation in 2019. Brad actively volunteers as a member of Community Around the Children’s Hospital (CATCH), which provides various forms of support to the American Family Children’s Hospital.