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Brad Dobson - Senior Research Analyst

Brad Dobson

Senior Research Analyst,  CFA,  MBA

Brad serves as a Senior Research Analyst at Orgel Wealth Management and his responsibilities include manager due diligence, economic and market research, and portfolio construction. Brad has over 15 years of industry experience and prior to joining Orgel Wealth Management, served as a Vice President at Goldman Sachs. He is also a Lecturer within the Department of Accounting and Finance at the University of Wisconsin – Eau Claire.

Brad earned his Bachelor of Business Administration degree in finance from the University of Wisconsin – Eau Claire and his Master of Business Administration degree from The Ohio State University. He also holds the Chartered Financial Analyst® designation.