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Brad Curtis - Managing Director at TAG Financial Institutions Group, LLC
Brad S. Curtis
MANAGING DIRECTOR
847-770-1499  |  bcurtis@tagfingroup.com  |  Download vcard

Brad Curtis joined TAG Financial as Managing Director in 2021. Previously, Brad opened the Chicago office for a middle market M&A firm to lead their Midwest operations.
 
Earlier in his career, Brad worked for a Chicago-based private equity firm as part of the senior management team of two of the firm’s portfolio holdings. Brad was instrumental in growing  the operating companies both organically and through strategic acquisition. These companies were ultimately sold to a strategic buyer.
 
Subsequently, Brad built his own M&A advisory firm, C Capital Advisors, LLC, a boutique investment banking firm with a dedicated focus on business services, TPAs, and insurance distribution.
 
Prior to his financial advisory career, Brad served as the Political Director for a U.S. Congressman, leading his fundraising and campaign operations.  Brad received his A.B. from Brown University in 1992 and holds an MBA in Finance, with distinction, from DePaul University.
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Securities are offered through Ashland Securities, LLC Member FINRA SIPC.  Please refer to BrokerCheck for more information about Ashland Securities, LLC. TAG Financial Institutions Group, LLC and Ashland Securities, LLC are separate and unaffiliated entities.
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