Our Team


Private Wealth Manager, Founder & Principal

Michael is the founder of Bradley & Company.  From 2000-2007, he was a Senior Portfolio Manager with Smith Barney's Private Client Group. In that capacity, Michael executed a wide variety of strategies for startup corporate executives and high net worth clients. His areas of expertise include taxable portfolio management, stock option strategies, offshore and international investments, private placements, cash flow analysis, and risk management. He earned a BA from UC Berkeley, an MSc from the London School of Economics, the Chartered Financial Analyst designation and holds the Series 65 license. 

Wealth Management Specialist 

Melissa has been in the Wealth Management field since 2008. She started her career as a Project Coordinator at YCMNET Advisers and she joined Bradley & Company in 2010. She directs implementation, transaction execution, and acts as a liaison between clients and financial institutions. Her expertise includes estate planning, mortgages, private investments, Rule 144 and 10b5-1 transactions, and cash management. Melissa earned a BSE in Economics and an MS in Finance from Saint Mary's College of California, She is a Certified Financial Planner® and holds the Series 65 license.