Chad is a curious, passionate, innovative leader focused on client and colleague success. He has extensive experience working with Institutions, RIAs, Asset Managers, Banks and Family Offices throughout the country. This includes delivering active, passive, beta, smart beta and alternative ...more

Chad is a curious, passionate, innovative leader focused on client and colleague success. He has extensive experience working with Institutions, RIAs, Asset Managers, Banks and Family Offices throughout the country. This includes delivering active, passive, beta, smart beta and alternative solutions through SMAs, Mutual Funds and ETFs. By combining his experience with his MBA and CFA designation, he is able to build deep relationships increasing stakeholder value. Outside of work he is passionate about helping inner city youth grow into future leaders focused on integrity and work ethic.less