Brad Fay

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full-service investment bank independent advisor network capital markets sales & trading investment banking personalized service financial goals institutional investors advisor support debt securities equity securities fixed income trading municipal bonds corporate bonds asset management financial advisory mergers & acquisitions private placements public offerings client transition support risk management investment insights financial literacy education high-touch trading algorithmic trading liquidity solutions executive leadership wealth management financial relationships best execution order management system dark pools alternative investments asset securitization equity financing cash flow modeling primary market transactions secondary market sales client onboarding retail advisory sustainable investments financial solutions regulatory compliance business development fundraising transition planning market research financial services financial consulting consulting management consulting investment management b2b fund-raising