Bradley P. Pike, CFA
Senior Investment Analyst
Brad has over thirteen years experience in the industry prior to joining Citrin Cooperman Wealth Management (CCWM) in 2011. Before CCWM, he worked at two local Registered Investment Advisor (RIA) firms; there he was in charge of the Investment Strategy and as a Chief Investment Officer. He managed all of the investment portfolios and was in charge of the investment strategy for the firm(s); this included portfolio development, security selection, in depth market research and asset allocation. His passion and focus is on the portfolio construction, maintenance and the methodology behind it and takes pride in delivering service to the client’s that is often promised in this industry but seldom delivered.
Brad has earned the right to use the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Institute and the CFA Society of Philadelphia (CFAP). He holds a Bachelor of Science Degree in Business with a concentration in finance from the University of Delaware. He resides in Cherry Hill, NJ with his wife, two kids and multiple breed dog. His hobbies include golfing, any sporting event, grilling, photography and coaching his son’s baseball teams.