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.

Bradford J. Stephan
Senior Investment Consultant & Managing Director
Concord Advisory Group Ltd
United States, Pennsylvania, Collegeville
About Me
Profile Information
Senior Investment Consultant & Managing Director
Concord Advisory Group Ltd
Investment Team
Investor
Consultant
Collegeville
Pennsylvania
United States
Jul 2, 2025
Keylinks
More profiles to browse
CC
Chris Cahill
Co-Founder & Principal
SS
Scott Santin
Managing Partner, Chief Compliance Officer
Lynn Barclay
Director of Business Management
Thomas Lyons
Director-Research, Senior Investment Strategist
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
PG
Patricia Gee
Operations
Manhattan Family Office