Edge Capital Group

Bradley Williams, CFA


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 each client to include their overall financial planning so that portfolios are customized to their 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 clients 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 Institute Research 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 for Big Brothers Big Sisters, a tax preparer for VITA (the IRS program for lower-income tax-payers), and 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.  

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I love portfolio management and the challenge of understanding capital markets. As a Director and Portfolio Manager at Edge, I’m thrilled when I can help break down complex financial topics into digestible English for clients and teammates. This makes the information more relevant and useful. Our team is structured specifically to help high-net-worth families achieve their goals more efficiently – and I love being a part of that process. I am a life-long student of capital markets and am always looking for new tools that can benefit clients wherever they are in their financial journeys.

-Bradley Williams, CFA
Director, Portfolio Manager

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