Bradford Cushman | New York, NY | Morgan Stanley Private Wealth Management

My Story and Services

Brad Cushman CFP™ is a Financial Advisor, Alternative Investments Director & Senior Portfolio Management Director. He joined Morgan Stanley as a Financial Advisor in 1997. Prior to Morgan Stanley, Brad was a Senior Underwriter and Product Manager at AIG. He was also an underwriter in the Executive Protection department and a securities analyst at Chubb Securities. He received an MBA in Finance from NYU’s Stern School of Business and a B.A. in Economics from Bowdoin College.

Brad is a contributor to the financial media, most recently in the US News and World Report piece ‘The Greenback’s slide may endure.’ and named one of 2019, 2020, 2021, 2022, and 2023. Forbes Best-In-State Wealth Advisors.
Source: Forbes.com (Awarded 2019, 2020, 2021, 2022, and 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

He is on the St. George’s School’s Board of Visitors and on the Advisory Board of Forestdale, a Queens, NY-based foster children, and family service organization. Brad is currently a Private Wealth Advisor for Morgan Stanley Private Wealth Management and a President’s or Chairman’s Club Member, 2017-2023.

Out of the office, Brad enjoys many activities, especially tennis, skiing, yoga, and golf. He lives with his wife Seena in Westport, Connecticut, and they have one daughter, twin sons and their dog Skylar.

NMLS#: 1293902
CA Insurance License #: 0C36257

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About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:

Manage investments with an unwavering focus on your financial strategy and personal goals
Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
Simplify financial complexity to help you achieve clarity and control

Private Wealth Management Highlights

Approximately 350 teams¹ specialized in assisting individuals and families with $20MM+ in investable assets
Over $980 billion in AUM¹
Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families

¹ Morgan Stanley Wealth Management, December, 2024

Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

ESTATE PLANNING

Learn more about estate planning by browsing the links below and contact me with any questions.

US Legacy Income Trusts Brochure

The U.S. Legacy Income Trusts (Trusts) are next-generation charitable planned giving instruments established by the U.S. Charitable Gift Trust^® (Gift Trust), a tax-exempt public charity offering donor-advised funds.

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Spousal Lifetime Access Trusts (SLAT) Illustration

View the presentation below to learn more about SLATs.

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Gifting the Estate Tax Exemption While Maintaining Access

The gift and estate tax exemption amount is $12.92 million in 2023. Many clients wish to use the exemption but are concerned with maintaining control of the funds and maintaining access should they need it.

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Concentrated Position Toolkit

The concentrated position toolkit assists in curating and navigating an expansive suite of specialized resources to address concentrated positions.

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Equity Compensation Can Have Complex Implications

Your Compensation Package may Include an Equity Plan. Learn more about various equity compensation forms below.

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Maximizing Your Equity Compensation

Learn how executives can define a strategy that efficiently navigates the complexities of equity awards to achieve their personal financial goals.

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