Bradford Stephan Email & Phone Number
Senior Investment Consultant @ The Concord Advisory Group, Ltd.
Bradford Stephan's Location
Collegeville, PA, US
Bradford Stephan's Work
- Senior Investment Consultant @ The Concord Advisory Group, Ltd.
- Director @ Perella Weinberg Partners
- Senior Managing Consultant @ Public Finance Management Inc
- Investment Director @ SEI
- Assistant Portfolio Manager @ Evergreen Investments
- Analyst and Associate @ Vanguard
Bradford Stephan's Education
- Villanova University
MBA (Finance)
2000 - 2002 - Alfred Lerner College of Business & Economics at University of Delaware
BSBA (Finance)
1996 - 2000
Bradford Stephan's Skills
- Sales
- Research
- Public Speaking
- Project Management
- Financial Modeling
- Portfolio Management
- Asset Management
- Enterprise Architecture
- Equities
- Civil Litigation
Bradford Stephan's Summary
Bradford Stephan, based in Collegeville, PA, US, is currently a Senior Investment Consultant at The Concord Advisory Group, Ltd., bringing experience from previous roles at Perella Weinberg Partners, PFM Advisors, SEI and Evergreen Investments. Bradford Stephan holds a 2000 - 2002 MBA in Finance @ Villanova University. With a robust skill set that includes Sales, Research, Public Speaking, Project Management, Financial Modeling and more, Bradford Stephan contributes valuable insights to the industry. Bradford Stephan has 2 emails and 1 mobile phone number on RocketReach.
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