Brad Williams in

Brad Williams

Doer · DISC type sd
President and CEO at Boston Portfolio Advisers, LLC
📍 Boston, Massachusetts, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
22 Years
Current Role
President and CEO
Job Level
Leadership
Location
Boston, Massachusetts, United States
Personality Overview

How Brad shows up

Long-term Focused
Deliberate Doer
Results Focused

They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Priorities

Topics Brad cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2015
President and CEO
Boston Portfolio Advisers, LLC
2012
Vice President - Investment Research
Lebed Asset Management
9-2016 - 6-2022
Member Board Of Directors
Parkway YMCA
2006 - 2014
Managing Partner
Boston Investment Advisers, Inc.
2000 - 2005
Director of Investment Research and Client Counsleor
Wingate Wealth Advisors, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1995 - 1998
Master of Business Administration - MBA
D'Amore-McKim School of Business at Northeastern University
1989 - 1993
BA
Middlebury College
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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