Brad ThompsonBrad Thompson, AIF®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Brad
Brad Thompson is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
Brad is the lead manager of the MTN Group's endowments and foundations practice and co-leads the Group's alternative investments activities. He also serves as the Groups managing partner, using a team of teams approach that MTN has honed for a decade. Brad has been a Portfolio Manager in the J.P. Morgan Wealth Management Portfolio Manager Program since 2009 and is a 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. While at Merrill, he developed customized fixed-income management strategies for the Qualified Intermediary Industry and co-founded the MTN Group.
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. He is an Accredited Investment Fiduciary®(AIF).
Brad is a loving husband and father of four children. His commitment to family extends seamlessly into his relationships with clients and colleagues.
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.
Insights
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