Brad ThompsonBrad Thompson, AIF®Executive DirectorWealth 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.
Insights
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February 3, 2022From COVID-19 case counts to the resilient housing market, there are some key dynamics investors should be keeping an eye on.Read NowInvesting
Black women are the fastest growing group of entrepreneurs. But the job isn’t easy.
February 21, 2022Read NowInvesting
How are markets adjusting to the ongoing crisis in Ukraine?
March 3, 2022Three things are starting to become clear as the invasion continues.Read NowWealth Planning
The intersection of climate change and the need to upgrade home insurance
March 8, 2022Climate change is impacting lots of choices that people make – even insurance. Keep reading to learn more about how homeowners insurance has been affected by climate change.Read NowWealth Planning
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February 16, 202214 moves that may help you optimize your 2021 return and set up for 2022.Read NowWealth Planning
New York Estate Planning
February 16, 2022When putting together an estate plan or any financial plan, you should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York StateRead NowInvesting
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February 17, 2022Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.Read NowInvesting
There’s been a stock market sell-off—now what?
January 20, 2022We provide three simple tips to help investors navigate market volatility.Read NowInvesting
What impact might the Russian invasion have on markets?
February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read NowInvesting
What you need to know about this week’s Fed meeting
January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read NowInvesting
Will central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read NowWealth Planning
Will the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read Now
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(214) 979-7846brad.thompson@jpmorgan.com