Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Bradley Zilbersher, CPM, CRPS

Senior Vice President–Wealth Management

For the past 30 years, I have built a solutions-driven wealth management practice around individuals and families, business owners, pension funds, and foundations aimed at helping my clients achieve their financial goals. I stay actively engaged with my clients to ensure that all of their financial needs - portfolio management, mortgage financing, education and retirement planning, estate planning, and life and long term care insurance – are being met. I have been an active volunteer with City Harvest, Junior Achievement of NY, and with Brooklyn AYSO coaching youth soccer. I live in Park Slope, Brooklyn with my wife, Valerie, and sons, Nicholas and Alexander.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • FL
  • IA
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MN
  • NC
  • NJ
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • VA
  • WA
  • WI


  • Master of Business Administration (MBA) in Finance, New York University - Leonard N. Stern School of Business
  • Bachelor of Arts (BA) in Economics, University of Colorado Boulder


  • Senior Portfolio Manager
  • Chartered Retirement Plans Specialist
1285 Avenue Of The Americas
New York, NY 10019
  • (212) 713-2187

Email Me

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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