David Bradt
Managing Director – Washington, DC
David Bradt, office Managing Director of the Washington DC office of WTAS, has 35 years of experience in tax practice. He has extensive experience providing investment consulting, tax planning, financial planning, family wealth planning and tax-reporting services to high net worth individuals, corporate executives and family business owners.
David serves as chairman of WTAS’ Investment Committee and leader of the firm’s Investment Advisory Services Practice. For 28 years before joining WTAS, David was with an international professional services firm, where he led the firm’s Investment Advisory Services Practice as well as the Private Client Services Practice for the Mid-Atlantic Region.
David is a frequent speaker at business and professional conferences and seminars and has served as a member of the Personal Financial Planning Executive Committee of the American Institute of CPAs. Recognized again by Worth magazine as one of the 250 Best Financial Advisers, he has published articles on investment, business and family tax issues and has been quoted in The Washington Post, The Wall Street Journal, The New York Times, The National Law Journal, The Washington Business Journal, Nations Business, Small Business News, and other publications. David has appeared on CNN, Good Morning America, and other broadcast media.
David is a member of several local business organizations, including having served as Chair of the Board of the American University Family Business Forum and as a Board member and former Chair of Greater D.C. Cares. He is a member of the Board of Venture Philanthropy Partners, a volunteer and dinner chair for Share Our Strength, and is a graduate and member of Leadership Washington. He serves as a member of the Board of Trustees and Treasurer of The Community Foundation for the National Capital Region.
Email: david.bradt@wtas.com
Office: 571.382.0021
Fax: 703.442.0181
Education
- Cornell University, BS (Hotel Administration)
- Washington and Lee School of Law, JD
Affiliations
- American Institute of CPAs
- D.C. Estate Planning Council