As the Director of Lee & Associates Community Banking Group, Brad leverages over twenty years experience in real estate and business finance, investment, development and brokerage to help his clients make decisions that maximize value and minimize risk. In addition to his work with our Trust, Fiduciary and Banking practice, Brad specializes in the creative office market and investment sales.

A “recovering banker”, Brad’s background includes executive leadership with both national and community banks ranging from Southern California Division Manager of Wells Fargo’s Business Banking Group, to Executive Vice President of a $4 billion bank responsible for all commercial, retail banking, wealth management and trusts.

Brad, his wife Merritt and their two children reside in Pacific Palisades where they’ve been since 1995.