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 as a mentor 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.