Brad Wilson
Partner
Brad Wilson brings 20 years of experience spanning private equity, entrepreneurship, and private investing. He holds an MBA from the Yale School of Management and a Bachelor of Science in Business Management from Brigham Young University. Brad began his career as a Vice President at Bank of America before transitioning into private equity—first as an investor and later as an entrepreneur—and currently manages a family office portfolio.
Key Highlights
Early Career Foundation: Began his career as a Vice President at Bank of America.
Private Equity Experience: Entered private equity first as an investor and later as an entrepreneur.
Founder & CEO Experience: As founder and CEO of a privately owned plastics manufacturing company, led the business from inception to $20 million in annual sales and ultimately sold the company to a $45 billion multinational conglomerate.
Board & Angel Investing: Active angel investor in multiple private companies and serves on the Boards of Directors for three companies with over $50 million in annual sales.
Family Office Management: Manages a family office portfolio exceeding $40 million.
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Core Competencies
• Business Strategy & Growth Execution
• Private Equity & Principal Investing
• Board Governance & Advisory
• Portfolio Oversight