Brad Goodman is the director of integrated solutions for William Blair’s Private Wealth Management. He focuses on researching and identifying innovative technologies, tools, services, and partnerships that affect the client experience. He works to enhance and manage existing workflows and systems to improve wealth advisor productivity, achieve operational efficiencies, and align with the department’s business goals.
Mr. Goodman joined the firm in 2015 from HighTower Advisors, where he was responsible for building out a service department of investment solutions and processes. His previous experience includes project management, training and development, and systems consolidation in progressively more responsible roles. Mr. Goodman began his career with RBC Dominion Securities in Canada. Mr. Goodman lives with his wife and young children in Denver.
Independent and employee-owned
Companies Under Coverage
As of September 30, 2021
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.