Bradley Howe, CFA CFP

Director of Investments & Client Portfolio Manager at First Business Bank
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Contact Information
us****@****om
(386) 825-5501

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Bio

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Aug, 2019
    - Nov, 2024
  • Chartered Financial Analyst (CFA)
    CFA Institute
    Jul, 2011
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 200 - 300 Employee
    • Director of Investments & Client Portfolio Manager
      • Jun 2018 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jun 2015 - Jun 2018

    • United States
    • Financial Services
    • 700 & Above Employee
    • CLO Credit Analyst
      • Mar 2013 - Jun 2015

    • United States
    • Financial Services
    • 700 & Above Employee
    • Structured Finance
      • Feb 2007 - Mar 2013

    • United States
    • Financial Services
    • 400 - 500 Employee
    • Associate
      • Aug 2003 - Feb 2007

Education

  • Lake Forest College
    BA, Economics/Computer Science
    1999 - 2003

Community

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