Bradley Thompson
Partner, Director of Portfolio Strategy at New Canaan Group
- Role
- Director of Portfolio Strategy at New Canaan Group
- Location
- Stamford, CT, US
- LinkedIn followers
- 500 followers
About Bradley Thompson
As Director of Portfolio Strategy for New Canaan Group, I develop and implement investment portfolios to meet a variety of client needs. My extensive background in personal wealth management and providing Outsourced Chief Investment Officer (OCIO) services has taught me that clients who have a proper plan in place are better positioned to meet their long-term objectives. I aim to help each of my clients find intention with their finances and am passionate about crafting portfolios that reflect their goals, risk tolerance, and beliefs. New Canaan Group is a private wealth management firm with over 30 years of history. My role allows me to provide independent, tailored guidance that draws on the resources of large institutions while maintaining a personalized touch. This combination provides my clients access to world class investments while aligning me with their interests. Education is a cornerstone of my practice and I believe understanding what you own and why you own it are critical to clients’ long-term success. By partnering with a focused team, I can ensure that my clients receive a thoughtful approach.
Experience
Director of Portfolio Strategy
Sep 2021 — Present
Education
Millsaps College
Masters of Business Administration, Business Administration and Management, General
2008 — 2009
Millsaps College
Bachelor of Business Administration (B.B.A.), Finance, General
2004 — 2008
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