Bradley Thompson

Background

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.