Chad E. Hileman, CFA, CFP®, Partner, and Director of Investment Research at Gibson Capital, LLC, was a featured speaker at the annual Pennsylvania RIA Summit on June 15. Hosted by Portfolio Summits in Philadelphia, the one-day event gives registered investment advisors (RIAs) across Pennsylvania the opportunity to exchange ideas, network, and discuss how to help build the financial advisory field. Featured panels covered topics such as opportunities and challenges in equities, fixed income, practice management, staffing, mergers and acquisitions, and more.
Chad joined other speakers on the panel titled, “Increased Offerings in Financial Planning.” The speakers explored new strategies in tax planning, charitable giving, retirement planning, and more to help clients meet their financial objectives.. In addition to serving as Director of Investment Research, Chad has taken a leadership role in the firm on financial planning matters and has developed significant expertise in tax-efficient investing.