Michael Bradley is entering a new season of leadership, one shaped not by departure but by deliberate mentorship. As he marks a milestone year, Michael Bradley remains at the helm of Bradley Wealth, balancing day-to-day leadership with a clear eye on the firm’s long-term succession.
After decades of guiding clients and growing the firm to over $300 million in assets under management, Bradley is now focused on succession. For him, this isn’t just about continuity; it’s about culture, client care, and honoring the values that built Bradley Wealth in the first place.
“Succession is more than continuity. It’s protecting the trust we’ve built over the years,” Bradley said. “Clients deserve to know that the care they’ve come to expect from me will continue long after I’m gone.”
That commitment to trust and long-term care led to his decision to bring on two new business partners, Brandon Scott and Alex Cohen, individuals he selected not just for their credentials, but because they embody the firm’s values.
Both men share the founder’s blend of technical excellence and a human-centered approach. Scott, who grew up in Nebraska, fell in love with markets as a child watching CNBC with his father. After earning a degree in Finance and working in fintech and wealth management, he joined Bradley Wealth in 2017. Now the firm’s Co-Chief Investment Officer and Portfolio Manager, he is known for his analytical precision, calm presence, and genuine care for every client’s portfolio.
Cohen, a former college basketball player, began his financial services career in New York before joining Bradley Wealth in 2020. Today, he leads the firm’s planning function as Manager of Financial Planning and is a CERTIFIED FINANCIAL PLANNER™. In addition to guiding clients, he has played a key role in upgrading the firm’s planning systems and client experience.
To Bradley, they’re more than future leaders; they’re active partners in shaping what comes next.
“They’re not just rising stars in the industry; they’re men of incredible intellect, strong work ethic, and deep heart,” he said. That sentiment is shared by clients, many of whom have already built trust with the new leadership and appreciate the firm’s thoughtful approach to growth.
Bradley’s goal has never been rapid scale at the expense of quality. Instead, he has prioritized growing with intention; preserving the firm’s high-touch service model and deep personal connections, even as the business evolves.
His approach to succession reflects the very same philosophy that has guided his career: a belief that real value lies not just in assets, but in relationships. It’s a vision rooted in mentorship, shared purpose, and a long-term view of success.
Rather than stepping aside, Michael Bradley is stepping forward, investing in people, strengthening culture, and setting the course for Bradley Wealth’s next chapter. In doing so, he’s ensuring that the firm’s legacy isn’t just protected, but propelled.
