Bradley Thompson, CFA®

Bradley has worked in the financial services industry since 2007 and spent his career managing portfolios for clients across the wealth spectrum, including for HNW and institutional clients. Prior to joining New Canaan Group in alliance with Equitable Advisors, he worked at Wells Fargo Private Bank as a Senior Investment Strategist.

In his current role, he provides portfolio investment and planning services to a team of advisers, in addition to working with his own clients. He has worked with a variety of investment strategies.

He has been quoted in multiple media organizations including Barron’s and CBS Moneywatch. He also holds a Chartered Financial Analyst designation.

Email: bradley.thompson@newcanaangroup.com