Bradley Roe
Managing Director, Private Wealth Services, Grant Thornton Advisors LLC
Brad Roe leads the Private Wealth Services practice in the Houston office. Roe has more than 28 years of professional experience working with high net worth individuals and families, closely held businesses, trusts and estates.
Bradley Roe
Executive summary
Brad Roe leads the Private Wealth Services practice in the Houston office. Roe has more than 28 years of professional experience working with high net worth individuals and families, closely held businesses, trusts and estates. He specializes in gift, estate and generation-skipping taxes, and the income taxation of trusts and estates. Prior to joining Grant Thornton, Roe worked at Deloitte, Arthur Andersen and KPMG, where he served clients in a variety of industries. At Deloitte, Roe also worked in the global tax quality, risk and regulatory area. At Andersen and Deloitte he was a designated specialist in generation-skipping transfer taxation.
Professional qualifications and memberships
- CPA — Texas (Grant Thornton Advisors LLC is not a licensed CPA firm)
- Texas Society of Certified Public Accountants
- AICPA
Education
- LLM, Boston University School of Law
- JD, Seattle University School of Law
- BA, University of Puget Sound
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