Brad ThompsonBrad Thompson, AIF®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
National Association of Plan Advisors (NAPA)
About Brad
Brad Thompson is a Managing Director and Wealth Partner at 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 Group’s managing partner, using a teamof-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 cofounded The MTN Group. The Group has been named a Top DC Advisor team in 2020, 2021, 2022, 2024 and 2025 by the National Association of Plan Advisors (NAPA).1 Brad sits on the Wealth Partners’ Advisory Council, working directly with senior leadership of J.P. Morgan Wealth Management.
Brad earned a B.A. from the University of Texas at Austin with a concentration in Government, History and Latin American Studies and is an alumnus of Southern Methodist University’s Southwestern Graduate School of Banking. Brad is an Accredited Investment Fiduciary® (AIF®). He also sits on the Wealth Partners’ Advisory Council, working directly with senior leadership of J.P. Morgan Wealth Management.
Brad is a loving husband and father of four children. His commitment to family extends seamlessly into his relationships with clients and colleagues.
1National Association of Plan Advisors (NAPA) Top DC Advisor Teams (3/20/25, data as of 12/31/24); (3/19/24, data as of 12/31/ 23); (3/22/22, data as of 12/31/21); (3/15/21, data as of 12/31/20). The NAPA Top DC Advisor Team list highlights the nation's leading retirement plan advisor firms. The list focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
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.
Values-Based Modern Advisory & Asset Management for a Complex Industry
The MTN Group builds long-lasting client relationships with healthcare providers and organizations by providing world-class service, advice, and execution on a variety of significant financial and non-financial matters. With decades of combined experience serving medical professionals and institutions, the MTN Group has the unique ability to serve healthcare clients with the personal attention of a small boutique and the strength and resources of J.P. Morgan
- For-Profit & Not-for-Profit Hospitals
- Hospital Outpatient Departments
- Regional Hospitals
- Micro-Hospitals
- Independent Physician Associations
- Management Services Organizations
- Company Founders & Executives
- Physicians
- Endowments & Foundations
- Restricted & Control Stock Services
- Concentrated Position Management
- Liquidity Event Planning
- Trust and Estate Planning
- Stock Plan Administration
- Strategic Tax Management
- Corporate Retirement Plans Consulting
- Portfolio Management
- Alternative Investments
- Private/Personalized Banking & Lending
Insights
The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read Now
When will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read Now
Insight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read Now
Insight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
How does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read Now
Fewer Fed meetings under Kevin Warsh? What a reduced FOMC calendar could mean for investors
August 11, 2026Reports say Fed Chair Kevin Warsh is considering fewer FOMC meetings. Here’s what that could mean for Fed communication, market volatility and investor portfolios.Read Now
International stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read Now
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowThe 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read NowWhen will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read NowInsight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read NowInsight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowHow does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read NowFewer Fed meetings under Kevin Warsh? What a reduced FOMC calendar could mean for investors
August 11, 2026Reports say Fed Chair Kevin Warsh is considering fewer FOMC meetings. Here’s what that could mean for Fed communication, market volatility and investor portfolios.Read NowInternational stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read NowAI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now