&Partners

My role at Ampersand Partners LLC* is to ensure we run our business in a highly disciplined way. With over 30 years in the industry, I have the experience required to recognize issues and solve complex challenges. My objective is to help our business run seamlessly and cost-effectively. I was most recently a managing director…

I’m passionate about possibilities. That’s why I joined the team at &Partners because I know we can build something better. I have a strategic mindset and a drive to execute. I can transform complex problems into efficient solutions. In my 26 years in wealth management, I’ve focused on improving client satisfaction scores, enhancing production and…

While I began my career as a client associate and an advisor at Merrill Lynch, it was later in my career during a stretch role at National City that I discovered my passion, and my talent, for shaping an organization’s approach to people. Now at &Partners, I can bring my experience and vision to create…

As a former portfolio manager, I understand the value of skillful security selection, disciplined portfolio construction and asset allocation optimization. I am at &Partners to be an extension of the advisor’s investment team. My career began as an investor with Eaton Vance, where I employed fundamental analysis to manage over $34 billion across various equity…

My passion for building solutions that have a positive influence on people’s financial well-being is perfectly aligned with the mission at &Partners. I work closely with advisors on portfolio strategy and offer a wide range of investment insights. My work has spanned decades in diverse roles including managing portfolios and devising employer retirement solutions as…

I am a seasoned financial professional with extensive experience in the field, including over 20 years as a CFP. Throughout my time as a financial advisor, I have learned valuable skills that have allowed me to develop comprehensive and strategic approaches to managing a client’s financial life. I most recently served as a principal at…

I am a strong believer in the idea that the best legal guidance is not simply an examination of legal issues and risks, but it also requires close collaboration with my clients. I focus on understanding all relevant considerations, and then I use the laws, regulations and risk considerations to create a roadmap for achieving…

I have never been satisfied with the status quo. I’m a challenger with a drive to make finance a force for good. Over the course of my career, I have had the opportunity to work with some of the largest and most sophisticated investors in the world. At Ampersand Partners LLC*, I’m focused on building…

Scott Nelson understands the drivers of profitability better than almost anyone in the industry and that is why he is leading the finance function at &Partners. However, Scott is much more than a CFO.  He is a strategic leader who appreciates the importance of ensuring that the client and advisor experience at &Partners is second…

Randy Bradshaw understands that deep connections, between advisors and their clients, are what changes lives for the better. As a result, he is a firm believer that the client is best served when the advisor is trusted and empowered to deliver. His commitment to the sanctity of the advisor/client relationship is unwavering.  He has been…