Bradley D. Losson

Expertise:
Growth-Focused Solutions for RIAs
 

Brad Losson is the Head of Enterprise Solutions, where he leads Schwab Advisor Services growth-focused solutions for the full spectrum of RIAs. From supporting advisors who are starting their independence journey to deepening relationships with large, enterprise clients reaching new levels of sophistication and scale, Brad and his team guide the development and implementation of a holistic platform offer designed to support advisors at every stage of their journey.

Schwab Advisor Services provides more than 15,000 independent RIAs with everything they need for custody and beyond including innovative technology, the latest wealth management solutions and an unmatched breadth of solutions to help advisors take their businesses further, all powered by more than 3,000 dedicated Advisor Services employees.

A 27-year Schwab veteran, and a member of the Schwab Advisor Services Leadership Team, Brad started his career working with RIAs in Southern California. That hands-on experience continues to shape his approach today. He understands that no two firms are alike, and he’s passionate about delivering solutions built around every firm’s unique needs.

Brad earned his Bachelor of Arts in Business Economics from UC Santa Barbara.