“The Investment Committee’s purpose at ADFO is to address the need for broad perspectives and experiences with access to highly credible buy side sources of global research in developing strategies to use within each individual client’s investment mandate. Our Committee will convene on a periodic basis. The committee’s goal is to enhance portfolio management with rational, objective views taking into consideration the rapidly evolving capital market, economic and tax environments.”
Our Investment
Committee
Our Investment
Committee
“The Investment Committee’s purpose at ADFO is to address the need for broad perspectives and experiences with access to highly credible buy side sources of global research in developing strategies to use within each individual client’s investment mandate. Our committee will convene at least quarterly and also communicate on a monthly, and as needed basis. The committee’s goal is to enhance portfolio management with rational, objective views taking into consideration the rapidly evolving capital market, economic and tax environments.”
Julian "Brad" Bradham
CEO Family
office services
Brad Bradham is veteran of the Financial Services and Private Wealth industry with over 35 years of experience. During that time, he has successfully established offices throughout North America with up to 200 team members. He brings executive, client focus and real world experience to ADFO.
R. David Haggard, CFA®, CFP®
Senior Family
Office Advisor
David Haggard held senior wealth advisory positions of investment strategist, analyst and private wealth advisor for Wachovia Bank, Stanford Group/Oppenheimer & Co., Piedmont Private Equity and ACG Wealth.
David advises high net worth individuals, families, family offices and institutions on their investments and wealth planning.
Todd Walters
Managing Member & Co-Founder
Spearhead
Mr. Walters has over 24 years of experience in the alternative investment management industry working in Asia, Europe and the United States. He has spent much of his career focused on sourcing alternative investments for institutional and sophisticated investors globally as well as providing capital services for investment managers.
Scott A. Sandstrom
Managing Director, Liquid Market
Strategies, Spearhead
Mr. Sandstrom was previously the founding partner of Bankers Row Wealth Management LLC. Prior to founding Bankers Row Wealth Management LLC, Mr. Sandstrom was the Managing Principal of MLV Wealth LLC, a firm he was hired to build for MLV & Co., an investment bank based in New York City, which was subsequently acquired by FBR Capital Markets (NASDAQ: FBRC). Prior to MLV Wealth, Mr. Sandstrom was a Principal and Senior Wealth Adviser with Bessemer Trust in Palm Beach FL, responsible for advising over $1.6 billion in private client assets.
Emmanuel Casuscelli
Managing Director,
Investments UCAP
Emmanuel started his career in the asset management industry in 2005. At Union Capital Group USA, he heads the group’s investment strategy, managing and overseeing proprietary quantitative models, global asset allocation, structured solutions and alternative investments. Prior to joining Union Capital Group, Emmanuel was Head of Discretionary Investments for $1.2 billion of institutional and private client assets at Merrill Lynch’s Private Banking & Investment Group.
Christopher Fineburg, CFA®
Managing Director,
Strategic Relationships Spearhead
Christopher Fineburg is the Managing Director within Spearhead’s Strategic Relationships division.
Prior to joining Spearhead, Mr. Fineburg was employed by Greycourt & Co. for twelve years, serving as an advisor on $1.4 billion of discretionary and non- discretionary assets in both US and non-US domiciles. Mr. Fineburg specialized in working with structurally complex ultra-high net worth families.
