Brad Smith, CFA in

Brad Smith, CFA

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Business Owner | Financial Representative at The McKernan Financial Group at Northwestern Mutual
📍 West Palm Beach, Florida, United States

Brendan McKernan is a Wealth Advisor and Chartered Financial Analyst with over 20 years of experience in wealth management and the hedge fund industry. A graduate of Bucknell University, he now owns The McKernan Financial Group with Northwestern Mutual, where he advises business owners and high-net-worth individuals on wealth management, estate planning, and generational wealth strategies.

Brendan lives in Darien, Connecticut, with his wife and three children. He is an active member of his community and coaches for the Darien Youth Lacrosse Association.

His background as a Senior Equity Research Analyst and Portfolio Manager gives him a distinct, in-depth analytical perspective on global markets and disruptive growth businesses.

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Experience
24 Years
Current Role
Business Owner | Financial Representative at The McKernan Financial Group
Job Level
Junior
Location
West Palm Beach, Florida, United States
Personality Overview

How Brad shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Brad cares about

Generational Wealth
Advises high-net-worth individuals on sophisticated estate planning techniques to build and preserve wealth for future generations.
Disruptive Growth
His experience includes researching and investing in disruptive growth businesses with high returns on capital, indicating an interest in innovative companies.
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Career

Work history

12-2024
Business Owner | Financial Representative at The McKernan Financial Group
Northwestern Mutual
8-2022 - 1-2024
Senior Equity Research Analyst
Sierra Global Management
10-2017 - 7-2022
Vice President | Investment Advisor | Wealth Advisory Services
Wilmington Trust
12-2011 - 10-2017
Portfolio Manager | Analyst | Securities & Investments
PRIVATE INVESTOR
11-2000 - 12-2011
Vice President - Research | Equities & Portfolio Management
CHILTON INVESTMENT COMPANY
In the press

Media appearances

Northwestern Mutual's Park Avenue Capital snags wealth management vet Brad Smith. Featured in Crain Currency
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Education
1993 - 1997
BA
Bucknell University
Education details unavailable
Darien High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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