Brad Martin, CFA

Brad is responsible for sourcing, evaluating, and analyzing investments made by the firm.
Brad Martin, CFA

Brad Martin, CFA

Vice President LinkedIn


Prior to joining Milestone, Brad worked as an M&A Analyst at Community Veterinary Partners, a private equity portfolio company where he performed analysis and due diligence on prospective targets.  Previously, he worked as an analyst at Murray Devine Valuation Advisors.

Education and Certifications

Brad graduated from the Pennsylvania State University with a B.S. in Finance.  Brad is a CFA charterholder.


Growing up right outside of Philadelphia, Brad is an avid fan of Philadelphia sports. He enjoys traveling, being active, hanging out with friends and going to the jersey shore in the summer.

Current Companies