Brad Osten, CFP®, CFA®

Brad Osten, CFP®, CFA®

Financial Advisor


Brad is a Financial Advisor at NDVR. Prior to joining NDVR, he was a Client Advisor at Bernstein Private Wealth Management, where he advised wealthy individuals, families, endowments & foundations on their financial planning needs and investment goals. Brad is a CERTIFIED FINANCIAL PLANNER™, a CFA® charterholder and holds a B.S. in Finance from the University of Maryland, College Park. When he's not traveling or planning his next adventure, he's taking advantage of all that New England has to offer including hiking, beaches, skiing and great cities.