Brad Berdow is a Senior Vice President and Private Wealth Advisor for Capital Group Private Client Services. Brad works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. He also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.
Prior to joining our firm in 2019, he served as a Wealth Advisor at Wells Fargo Private Bank and before that he spent four years at J.P. Morgan Private Bank. He began his career in the industry as an Investment Representative at Barclays Wealth and Lehman Brothers.
Brad received an MBA from the Wharton School of Business of the University of Pennsylvania and received his JD from the University of Pennsylvania Law School. Brad also received his BS in finance from the Wharton School of the University of Pennsylvania and a BA in history from The University of Pennsylvania.