Recent Underwritings

Brad Szczecinski
Senior Vice President/Director of Advisory Services
Wealth Management Chicago
Office: 312.564.8105
Email: bszczecinski@jesuplamont.com
Download V-Card

Brad comes to Jesup & Lamont from his position as Senior Wealth Advisor at InterOcean Wealth Management in Chicago, where he served high net worth families and institutions, was a member of the investment committee, led their professional alliance program and was instrumental in the development of their wealth management platform.  He is currently leading Jesup & Lamont’s Registered Investment Advisory practice, is one of Jesup’s senior wealth advisors and is a member of the investment committee.

Prior to InterOcean, Brad was an Executive Director at Column Capital Group, where he also served high net worth families and institutions.  He was one of the original founders of the firm, a member of the Executive Board and their Investment Committee.  Prior to Column Capital, he was the Director of Ernst & Young’s Investment Advisory practice for the Chicago and Milwaukee markets, and had national responsibilities for institutional consulting assignments.  Brad’s previous work experience also includes Fifth Third Bank and the positions of Wealth Management Advisor and Portfolio Manager with Perritt Capital Management in Chicago. 

Brad received his Bachelor of Science degree in Finance from the University of Toledo.  He has the Series 7, 65 and 63 securities licenses and the Illinois Life and Health Insurance license. 

In addition, he holds the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultants Association in conjunction with the University of Pennsylvania’s Wharton Graduate School of Business, and the Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies. He is a member of the Investment Management Consultants Association (IMCA), is a board member of the National Kidney Foundation of Illinois, on the Auxiliary Council of Steppenwolf Theater and volunteers regularly at Children’s Memorial Hospital in Chicago.