Brad ThompsonBrad Thompson, AIF®Executive DirectorWealth Partner
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.