Christopher (“Chris”) Brady serves as a custodial referral channel manager at RWA Wealth Partners and is a member of the business development team. Chris introduces clients and prospective clients to wealth advisors and provides information about RWA Wealth Partners’ investment strategies to the custodian referral channel. His expertise centers on helping high-net-worth clients and families with retirement and legacy planning, tax minimization, and investment strategy.
Prior to joining RWA Wealth Partners in 2023, Chris was a vice president and wealth advisor for Clarendon Private Wealth. He also spent 13 years at Fidelity Investments, most recently as a vice president, financial consultant.
Chris earned a B.S. in finance from the University of Tampa.
Chris splits his time between Boston and Maine with his wife and son. Outside of the office, he can be found on a hockey rink, golf course, ski mountain or beach.