Bradley Backus

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(212) 761-5435(212) 761-5435

With nearly ten years of experience, Brad Backus works with clients in an advisory role, establishing strategic asset allocations, constructing portfolios and implementing custom strategies for ultra-high net worth individuals, foundations and endowments. He focuses on manager selection, analyzing third-party managers using the Firm’s proprietary manager research database and performs additional due diligence via direct meetings with portfolio managers. In addition to managing and monitoring multi-asset portfolios, Brad plays a central role in the team’s business development efforts.

Brad began his career as an Investment Banking Analyst in Morgan Stanley’s municipal division in 2006 where he had over $2 Billion of transactional experience working with senior managed bond issues and derivative transactions for leading tax-exempt health care institutions. Brad also provided strategic advice to not-for-profit health care systems on a variety of issues, including merger and acquisition targets, rating agency strategy and debt capacity analysis.

In 2008, Brad joined Morgan Stanley Private Wealth Management, a boutique business within Morgan Stanley Wealth Management that is exclusively focused on the ultra-high net worth client segment. Brad was promoted to Private Wealth Advisor in 2016. Given their experience in nonprofits, Brad’s team joined Graystone Consulting to better serve their current and prospective foundation and endowment clients.

Brad concentrates on the following areas:
• Investment manager selection
• Customized asset allocation strategies
• Investment policy statement development
• Multi-generational wealth planning

In 2018, Brad joined a select group of fewer than 3% of Morgan Stanley Financial Advisors who have completed Morgan Stanley Wealth Management’s rigorous Family Wealth Director (FWD) certification program. Building on his experience working with ultra-high net worth families, the training he received enables him to better assist clients with a broad spectrum of wealth management areas, including:

• Business succession planning and monetizing business ownership
• Alternative investments
• Control and restricted securities
• Equity and interest rate risk management
• Wealth transfer
• Family Governance and Dynamics
• Philanthropic Services

Brad is an active volunteer with TutorMate, an innovative literacy platform that pairs professionals in New York City with first graders to offer weekly tutoring sessions. He is also active with Student Sponsor Partners, a program designed to mentor high school students and help them prepare for college.

Brad earned his B.A. in English from Amherst College.

Securities Agent: AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, MI, MN, MO, MT, NC, NJ, NY, OH, OK, PA, RI, TN, TX, VA, VT; Investment Advisor Representative; General Securities Representative
NMLS#: 1475802

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1As of December 30, 2017


CRC# 2108324 (06/18)