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| Affiliation | Republican |
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| Name | Brad Briner |
| Address |
Raleigh, North Carolina , United States |
| Email | None |
| Website | [Link] |
| Born |
Unknown |
| Died |
Still Living
(2025 years) |
| Contributor | Arthur |
| Last Modifed | BrentinCO
Mar 12, 2024 03:08pm |
| Tags |
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| Info | I was born in Dallas, TX and grew up there as the youngest of four boys. The constants in our lives were our family, our church, and being outdoors. All four of us were Eagle Scouts and the Boy Scouts had an important influence on my life – I still believe in living by the Scout Law: being trustworthy, loyal, helpful, friendly, courteous, kind, obedient, cheerful, thrifty, brave, clean, and reverent!
When I was 5, my father lost his job in the recession of the early 1980s, so my mom went to work at a private school in Dallas. I was lucky enough to be able to attend there – that is where I first realized that I had a head for numbers. My dad began a career as an investor after that, and we got to watch “Wall Street Week” with Louis Rukeyser over dinner every week… not exactly what the kids hoped to see but it does explain how we all ended up in finance.
One day in September 1989, my mom picked my brother and me up from school and we did not go home as usual – mom’s explanation was that something bad happened in the stock market and that my dad was very upset. So, we went bowling, had some dinner then got home late. That is when I realized how important financial markets could be in people’s lives. So, from the age of about 12, I have always known that I wanted to be an investor.
From there I was fortunate enough to get scholarships to attend boarding school in New Hampshire (Exeter) and then the University of North Carolina at Chapel Hill on the Morehead Scholarship. I studied Economics as I knew I wanted to attend business school for a master’s degree eventually. During college I was active in my fraternity, Sigma Chi, and became a die-hard Tar Heel fan.
Through the Morehead program, I was able to have some unforgettable summer experiences – I taught math in Boston to disadvantaged students one summer, and interned at Goldman Sachs in New York the following one. I also was lucky enough to be able to take a semester off to travel in South America courtesy of the scholarship.
When it came time to find a job, I thought I would go back to work at Goldman. But I had met a girl who was going back to get another degree at UNC, so when the opportunity came up to help invest the endowment for the University, it seemed too good to be true both personally and professionally. I spent 5 years there before heading off to business school at Harvard. Along the way, “that girl” became my wife… almost 22 years and four kids ago now!
During my time in business school, my former colleagues from UNC decided to start a new business and I joined them in doing that. The business was essentially the same thing as we had done for UNC – building billion-dollar portfolios – only this time our clients were large families. We were fortunate enough to have good success and I stayed there for 7 years as one of the senior leaders of the firm.
In late 2011, I got a phone call from a recruiter about helping to build Willett Advisors. The scale of the asset base and the autonomy were incomparable so I joined the firm with the condition that I could remain in North Carolina. I rose to become one of the heads of the firm and we experienced very strong investment results.
During my time there, I was able to get involved with the Department of State Treasurer as a member of the Debt Affordability Advisory Committee, with UNC (in the Rams Club, Global Education, and recently as a member of the Board of Trustees), help my kid’s school (Durham Academy Finance Committee) and my high school (Exeter Investment Committee and then the Board of Trustees) and join the board of a public company in the investment business (Boston Omaha Corp). All of this added to my interest in using my investment and finance skills in service of the State of North Carolina, which ultimately led me to leaving my position at Willett to pursue this campaign for State Treasurer.
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