Chad brings more than 24 years of experience working across Capital Markets and Wealth Management managing assets and risk for an array of institutional clients, non-profits, and private clients. Chad has managed three investment management offices for a top tier bank and has earned a Master’s in Quantitative Finance from Georgia Tech. Prior to joining Berkeley Capital, Chad was a Financial Advisor and Portfolio Manager at Morgan Stanley and a credit Portfolio Manager at SunTrust Robinson Humphrey.
Chad is an avid golfer, swimmer, and SCUBA diver. Chad has two Jack Russell Terriers named Gunner and Gauge that do not invest, they just run, dig and chase frisbees.