The Partners of the Simon Group

Bradley E. Dishart, MBA

Senior Vice President

Bradley E. Dishart, MBA is a Senior Vice President and Financial Advisor for Hefren-Tillotson, Inc.

Brad is a founding member of a dynamic team within Hefren-Tillotson called The Simon Group. The partners of The Simon Group are Brad Dishart, Jay Simon, Fred Clerici, John Mackie and Ryan Larkin. The group specializes in financial planning and money management for entrepreneurs, business executives, retirees and professional athletes. Within The Simon Group, Bradley and Associate Vice President, Allison O’Brien, work as a team. Their combined experience in financial planning and investment management, along with Hefren-Tillotson’s extensive resources, allow them to offer the highest level of client service and expertise to a wide variety of clients.

Mr. Dishart offers his clients a unique blend of Professional Wealth Management and personal service. Through Hefren-Tillotson’s exclusive MASTERPLAN approach to investing, he carefully evaluates clients’ goals and objectives before recommending an investment strategy. “We really get to know our clients, and it is through these special relationships that we can truly help them achieve their life goals.”

The Simon Group holds the core values of Hefren- Tillotson in highest regard. Deep Respect for the Individual, Integrity in Thought and Action, Teamwork in a Family-Oriented Culture and Relentless Commitment to Excellence epitomize the mission and vision of the group.

Brad Dishart earned a Bachelor of Arts degree in Accounting and Economics from the University of Pittsburgh and received his Master of Business Administration degree in Estate Taxation and Finance from Duquesne University.

Born and raised in Allison Park, Pennsylvania, Brad has strong bonds to his community, family and church. In his free time, he enjoys oil painting and is an Instrument Rated Pilot. Brad and his wife Jody and two children Landon and Ellis reside in Gibsonia, Pennsylvania.

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