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Bradford J. Stephan

Senior Investment Consultant & Managing Director

Concord Advisory Group Ltd

United States, Pennsylvania, Collegeville

About Me

Mr. Stephan joined the Concord consulting team in 2012 and became a voting member of the ISG in 2016. Before joining Concord, Mr. Stephan was a Director in Perella Weinberg Partners Agility Group and a Senior Managing Consultant at PFM Advisors. Bradford also served as Investment Director for SEI’s Institutional Group. Mr. Stephan earned his MBA in Finance from Villanova University and is a graduate of the University of Delaware with a B.S. in Business Administration.

Profile Information

Senior Investment Consultant & Managing Director

Concord Advisory Group Ltd

Investment Team

Investor

Consultant

Collegeville

Pennsylvania

United States

Jul 2, 2025

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