Bradley Thompson, CFA^®

https://www.newcanaangroup.com/

Bradley Thompson is the Director of Portfolio Strategy for New Canaan Group. In this role Bradley develops and implements investment portfolios to meet a variety of client needs. He has been managing wealth for individual, institutional, high and ultra-high net-worth clients for more than 15 years.

Prior to joining New Canaan Group, Bradley was a Senior Investment Strategist for Wells Fargo Private Bank in New York City where he managed wealth for high net-worth individuals and non-profit foundations for eight years. He was responsible for crafting client Investment Policy Statements, portfolio development and reporting.  He began his career as part of a Barron’s Top 1,000 financial advisor team based out of Jackson, MS.

Bradley frequently provides timely market ideas and strategies to a wide range of audiences, as well as having been sourced by CBS News Money Watch.

Bradley earned the Chartered Financial Analyst (CFA®) designation, which is awarded after completing three rigorous exams and covers topics from company analysis to financial planning and portfolio implementation. He has a depth of experience across all asset classes including traditional equity markets, fixed income and alternative investments. Bradley holds the Series 7 and 66 registrations as well as New York and Connecticut insurance licenses.

Bradley received an undergraduate degree and MBA from Millsaps College in Jackson, MS. He is a member of the CFA Society of Stamford and enjoys volunteering at Year Up which teaches financial literacy and professional skills to young adults transitioning into the workforce. He resides in Stamford, CT with his wife Lauren and their two children.

New Canaan Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.