Brad Miller has been in finance for over 30 years. He spent the bulk of his career as an institutional equity salesman with Morgan Stanley, Dillon Read, and UBS, where he managed the west coast sales and trading effort. He also worked as an investment banker in equity derivative products for UBS after he left the equity desk. Brad spent 5 years in alternative investments, in the fund of funds business, working with both a private equity and a hedge fund of funds. In the increasingly specialized world of corporate finance it is quite unusual for one individual to have such high-level experience in public equities, alternative investments, and equity derivatives. That experience, along with a natural skepticism, make Mr. Miller uniquely qualified to advise wealthy clients. Brad graduated from the University of Oregon with a B.S. in Finance and received his M.B.A.-Finance from New York University’s Stern Graduate School of Business. Brad and his wife Suzanne have four sons, and have lived on the Peninsula since 1980. Suzanne has a successful interior design practice.