Bradley Everett

Brad Everett, CFA, CAIA, CFP, is the Chief Investment Officer at Key Financial, Inc., a leading financial advisory firm based in West Chester, Pennsylvania (Greater Philadelphia area). In this role, he oversees the firm's investment strategies, portfolio management, and the development of tailored plans for high-net-worth clients, ensuring that investment recommendations align with clients’ long-term financial goals. He is responsible for organizing financial and market data, conducting in-depth analysis, and implementing investment policies to drive consistent portfolio performance across a wide client base.

Brad specializes in constructing diversified, multi-asset class portfolios focused on risk management, tax efficiency, and long-term capital growth. Through his work at Key Financial, Inc., he works with a broad array of sectors, including healthcare, technology, manufacturing, and non-profits, advising clients on asset allocation, retirement planning strategies, and comprehensive wealth management.

Prior to his current role, Brad served as a Financial Planning and Portfolio Analyst at Key Financial, Inc. and was Owner and President of The Thinking Cap Corporation. He earned a B.S. in Applied Mathematics from The Johns Hopkins University and holds the prestigious CFA, CAIA, and CFP designations, reflecting his expertise in investment analysis, alternative investments, and advanced financial planning. Brad is recognized for his analytical skills and commitment to delivering transparent, data-driven investment advice in the financial planning industry.