Brad ThompsonBrad Thompson, AIF®
Executive Director
Wealth Partner

"We have spent 15 years designing our best version of the modern financial advisory practice. Our team structure and interdisciplinary approach to asset and wealth management, banking and client engagement continues to evolve to serve the needs of complex clients."

About Brad

Brad Thompson directs the team's alternative investment activities and is the lead manager of the MTN Multi-Asset, Endowment and ERISA Retirement strategies. Brad is a Wealth Partner and voting member of the MTN Group Investment Committee. Brad began his investment career in 1996 in client-facing and management roles at American Express Company before joining Merrill Lynch in 2005. During his tenure there, he developed customized fixed-income management strategies for the Qualified Intermediary Industry. Brad earned a B.A. from the University of Texas at Austin with a concentration in Government, History, and Latin American Studies. He also is an alumnus of Southern Methodist University's Southwestern Graduate School of Banking. Brad is an Accredited Investment Fiduciary AIF® and as a member of the J.P. Morgan Wealth Management Portfolio Manager Program, is one of a select group of advisors who undergo a screening process to manage discretionary client portfolios, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy.

AIF: Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.



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