Director of Investment Research, Partner
As Director of Investment Research, Chad manages the firm’s research activities, including asset allocation research, factor analysis, manager due diligence, and the development of capital market assumptions. In addition, Chad leads the firm’s delivery of financial planning services and serves as the primary advisor for high net worth and institutional clients.
Chad has presented at national industry conferences on the topic of After-Tax Asset Allocation, having developed a sophisticated optimization tool for jointly evaluating client asset allocation and location decisions.
Chad earned his Master of Business Administration and Master of Science in Finance degrees from West Virginia University. He holds the Chartered Financial Analyst (CFA) and Certified Financial PlannerTM (CFP®) professional designations.
Chad resides in Pittsburgh with his wife Olivia and their son John. Chad enjoys playing golf, platform tennis, and chasing John around the yard.