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
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Senior Investment Consultant & Managing Director
Concord Advisory Group Ltd
Investment Team
Investor
Consultant
Collegeville
Pennsylvania
United States
Jul 2, 2025
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