Bradley Williams, CFA is a Director and Portfolio Manager.  He joined Edge Capital with extensive experience in investment management, particularly as it relates to high-net-worth individuals, families, trusts, and institutions.  Bradley takes a holistic view of the client to include their overall financial planning so that portfolios are customized to a client’s unique needs and circumstances.

Prior to joining Edge, Bradley worked as a Vice President and Senior Portfolio Manager at Bank of America Private Bank where he helped high-net-worth client’s meet their goals through investment management and comprehensive financial planning.

Bradley is a summa cum laude graduate of the Robinson College of Business at Georgia State University with a BBA degree in Finance.  He is a Chartered Financial Analyst (CFA) and enjoys volunteering and participating with the Atlanta CFA Society.  His general passion for finance and investments is obvious and he gladly volunteers as a mentor for the Annual Southeastern CFA Challenge where he can transfer his passion by mentoring competing college teams.

Over the years, Bradley has also enjoyed volunteering in a number of community capacities including as a mentor for Big Brothers Big Sisters, a tax preparer for VITA (IRS program for lower income tax payers), and as a board member for Midtown Assistance Center.

When not finding ways to participate in his local community, he can be found traveling with his family.