Bradley W Small is the Founder, CEO and Chief Investment Officer of Solomon Private Wealth, LLC. He focuses on strategic advisory and wealth management services, offering a planning-based approach to serve families, individuals, business owners, entrepreneurs, corporate executives, small and midsize companies, non-profits, and institutional endowments oversee their investments and wealth planning needs.
Brad has over 25 years of extensive, training, education, and real-life experiences to provide his clients, and takes a proprietary and distinctive approach towards building and managing investment portfolios. He uses a comprehensive approach of both fundamental and technical analysis to help optimize the tactical allocations of the portfolio, for both growth and risk management.
In addition to managing customized discretionary portfolios (focusing on tactical, technical and fundamental opportunities with both strategic and long term views), Brad and his team analyze his client’s overall wealth management goals and coordinates various strategies to prepare a comprehensive investment plan and allocation. This includes advanced planning and investment strategies, such as concentrated stock positions, diversification, restricted stock planning and exercising, exchange funds, employee stock options, alternative investments (hedge funds, managed futures, private equity), and total asset allocation. Additionally, he is educated and experienced with estate and tax planning investment strategies, working with his client’s legal and tax professionals to help ensure the entire client's situation is incorporated within the investment strategy.
Brad's 25-year extensive wealth planning and investment management experience includes:
- Senior Vice President Investment Officer; Fundamental Choice Portfolio Manager Wells Fargo Advisors (Beverly and Boston MA);
- Vice President Wealth Management and Senior Investment Management Specialist, Smith Barney/Citigroup, Danvers MA
- Senior Financial Advisor Merrill Lynch Private Client, Peabody MA
Prior to entering the investment profession full time, he was Vice President of the North Shore Chamber of Commerce in Danvers, MA were he helped business owners, company executives, community leaders and elected officials create and monitor legislative and economic policy to make the region a better place to work, live and do business.
Brad was also name a Five Star Wealth Manager for several years by Five Star Professional, an independent third-party research firm, who received nominations among all wealth managers in the Boston area from peers or firms and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review and favorable regulatory and complaint history. Award winners were named Five Star Wealth mangers which represent less than 7% of the total wealth managers in the area. The Five Star award is not indicative of the wealth manager’s future performance. For more information: www.fivestarprofessional.com/awards/five_star_award.php
Brad’s Community Involvement:
Brad is past Chairman of the Board of the North Shore Chamber of Commerce, the leading business organization North of Boston that represents the regional economy, bringing together legislators, business and corporate leaders and community leaders.
Brad was also prior member of the Leadership Committee for the Boston Chapter of CBMC (Christian Businessmen's Committee) helping connect business leaders of faith to lead their companies with integrity and Christian ethics.
Brad also is involved as a member of the Downtown Harvard Club and prior member of the Renaissance Golf Club.
Brad's Education Experience:
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A.)
Bachelor of Arts Business Admin, Accounting, Economics
President Business Club, MVP Ice Hockey team
Beverly High School
Activities and Societies: Varsity Ice Hockey, Varsity Soccer, Varsity Spring Track (100yd dash record holder (10sec), Jazz Band (guitar), Student Government