Tom Brady , CFA®, CFP®
Founder and CEO
Tom Brady, CFA®, CFP®
Founder and CEO
Family has always been a guiding force in my life — from following in my father’s footsteps at the University of Notre Dame to co-founding Brady Family Wealth with Andrew in 2021. I’m deeply grateful for the trust our clients place in us, and I take the responsibility of offering thoughtful, well-informed guidance very seriously.
I began my career as a Certified Public Accountant with Coopers & Lybrand, which eventually led me to the University of Chicago Booth School of Business, where I earned my MBA and developed a lasting interest in financial markets, business valuation, and risk management.
Earning the Chartered Financial Analyst (CFA®) designation early in my career was a meaningful milestone. I worked in corporate finance for many years, but I ultimately felt called to work more personally with families and individuals. Becoming a Certified Financial Planner™ allowed me to do just that.
With Brady Family Wealth, I’ve had the opportunity to bring together decades of experience and work alongside my sons, Michael and Andrew — something I don’t take for granted. I find a great deal of purpose in helping clients make informed decisions that support their lives and the people they care about.
Outside of work, my wife Lisa and I have been married for 37 years. We’re the proud parents of four grown children — Daniel, Emily, Andrew, and Michael — and we’re absolutely smitten with our two grandchildren, Hallie and Preston.
What I do at Brady Family Wealth
- I help guide the firm’s direction, ensuring we stay focused on what matters most — serving our clients well and building a strong future for the business.
- I continue to work closely with many of our client families, supporting new relationships and helping ensure we consistently deliver outstanding service.
- I work side-by-side with the Brady Family Wealth team to provide mentorship, help solve challenges, and keep the business running smoothly.
I grew up in Chicago and love deep-dish pizza. My favorite is Lou Malnatti’s, followed by Giordano’s and Gino’s.
I’m in a rare sports club. I’ve thrown a no-hitter for my high school baseball team and hit a hole-in-one in 2024 in Pebble Beach, CA.
I played quarterback in high school but mostly sat on the bench (unlike you know who).