Brad Lackey

Director/Board Member at

Edlavitch Jewish Community Center of Washington, DC, Inc.

Finance

Consumer Services

Commercial Services

Profile

Mr. Brad M.
Lackey is a Managing Director at Tiedemann Advisors LLC.
He has direct responsibility for managing client relationships and addressing all wealth- and investment-related matters, including impact investments.
He helps clients create a comprehensive wealth plan that integrates their investment strategy, philanthropy, and estate planning.
He manages client portfolios by following the investment strategies and allocations determined by the Investment Group and customizing portfolios to meet individual client goals and situations.
Mr. Lackey joined Tiedemann when the Firm merged with Presidio Capital Advisors, where he was responsible for opening, building and growing the firm’s East Coast presence.
He served as a trusted advisor and main point of contact to many of the firm’s ultra-affluent clients.
Prior to Presidio, he spent seven years at Convergent Wealth Advisors focusing on ultra-affluent families.
He earned a Bachelor of Business Administration with a concentration in finance from the George Washington University.
He is a Certified Financial Planner, Certified Investment Management Analyst.

Brad Lackey active positions

Companies	Position	Start
Tiedemann Advisors LLC Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors utilizes a core exposure of third-party managers/investment themes in combination with shorter-term (generally 12-24 months) tactical investments in asset classes and/or geographic regions that the firm believes offer an attractive risk-adjusted return. The firm generally utilizes a “manager-of-managers” approach when advising managed account clients by allocating clients’ assets to non-affiliated investment advisers, portfolio managers and investment funds. They use fundamental, technical and cyclical analysis in conducting macro-economic research.	Portfolio Manager-Equities	30/09/2016
Edlavitch Jewish Community Center of Washington, DC, Inc. Edlavitch Jewish Community Center of Washington, DC, Inc. Miscellaneous Commercial ServicesCommercial Services The private company is based in Washington, DC. The Edlavitch Jewish Community Center of Washington, DC, Inc. is a community hub serving individuals and families of diverse backgrounds. The center offers programs in fitness and wellness, youth and family, arts and culture, social responsibility, and community engagement. Its facilities include a health and fitness center with group exercise, personal training, aquatics, and swim lessons. Youth and family programs include preschool, after-school activities, summer camps, parenting workshops, and family events. Arts and culture initiatives feature theater, film and music series, and contemporary Jewish conversations. Social responsibility programs focus on volunteerism, social justice learning, and affinity groups. The center also provides event spaces for rentals and emphasizes inclusivity, diversity, and community connection rooted in Jewish traditions. The CEO of the company is Dava Schub.	Director/Board Member	-

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Linked companies

Private companies	3
Tiedemann Advisors LLC Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors utilizes a core exposure of third-party managers/investment themes in combination with shorter-term (generally 12-24 months) tactical investments in asset classes and/or geographic regions that the firm believes offer an attractive risk-adjusted return. The firm generally utilizes a “manager-of-managers” approach when advising managed account clients by allocating clients’ assets to non-affiliated investment advisers, portfolio managers and investment funds. They use fundamental, technical and cyclical analysis in conducting macro-economic research.	Finance
George Washington University George Washington University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Edlavitch Jewish Community Center of Washington, DC, Inc. Edlavitch Jewish Community Center of Washington, DC, Inc. Miscellaneous Commercial ServicesCommercial Services The private company is based in Washington, DC. The Edlavitch Jewish Community Center of Washington, DC, Inc. is a community hub serving individuals and families of diverse backgrounds. The center offers programs in fitness and wellness, youth and family, arts and culture, social responsibility, and community engagement. Its facilities include a health and fitness center with group exercise, personal training, aquatics, and swim lessons. Youth and family programs include preschool, after-school activities, summer camps, parenting workshops, and family events. Arts and culture initiatives feature theater, film and music series, and contemporary Jewish conversations. Social responsibility programs focus on volunteerism, social justice learning, and affinity groups. The center also provides event spaces for rentals and emphasizes inclusivity, diversity, and community connection rooted in Jewish traditions. The CEO of the company is Dava Schub.	Commercial Services

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