Bradley D. Losson

Managing Director, National Relationship Management at Schwab Advisor Services

Speaker

Mr. Losson leads the Schwab Advisor Services Sales and Relationship Management teams for the U.S. These teams are responsible for the relationship management and business development efforts with Schwab Advisor Services existing advisor clients. These RIA advisor client types include wealth managers, asset managers, multi-family offices, regional independent broker dealers and turn-key asset management providers and advisors who have departed from other financial institutions to the independent model.

In addition to his direct sales, relationship management, Mr. Losson heads the Relationship Management Leadership Team, responsible for strategic and business planning, general sales and business management and execution, forecasting, and talent development. Mr. Losson is also a member of the Advisor Services Leadership team. This team is responsible for the overall strategy, leadership, and management of the Advisor Services business for Charles Schwab.