Brad Angeletti, CDFA®
Managing Director | Senior Investment Consultant
For nearly three decades, Brad has dedicated his professional and personal life to helping others. As a philanthropist, he uses his passion for networking to raise money for multiple causes and charities. As a wealth advisor, he uses his ability to make complex topics easy to understand and seamless to execute for the purpose of improving our clients' lives.
After focusing on a degree in economics at the University of Wisconsin, Brad began his life ambition as a financial advisor in 1992. He joined Baird in 1999 after seeking a firm that supported his vision for helping individuals manage today while planning ahead for tomorrow. He has spent his professional career creating a practice built on earned trust, open communication and serving as a never-ending resource for his clients.
More recently, Brad completed the Mediation Training Certification at Northwestern University School of Professional Studies to better understand the complexity in divorce cases and learn to apply communication skills, objectivity, and creativity to his CDFA® work.
Relationship with Our Clients
Brad specializes in guiding established families and individuals who are going through significant changes in their lives. His core principle is education — demystifying the financial process while clearly defining challenges and opportunities in all areas of wealth. As an Ironman triathlete, Brad understands the importance of dedication and commitment when working to obtain a goal. His approach to client relationships has always been one of true partnership. “I have always enjoyed building deep relationships with my clients and their families. For me, the pinnacle of a relationship is when a family puts their total trust and confidence in me to advise them on any topic...priceless!”
Involvement in the Community
In his spare time, Brad enjoys golf, paddle tennis, traveling and spending time with friends. He supports and raises money for many charities related to autism, cancer and child rights. He focuses on his wife, Gina, and three children, Mia, Sofia and Dominic. He is a coach, mentor and assistant to all of the teams and activities that his children are involved in because he believes family should always come first. “I believe the greatest investment I can make for my future is the balance and success of my children.”