Chad joined Rothschild in January 2014, where he started as an Assistant Portfolio Manager focusing on equity research ideas for the Bonga Group. Over the last decade, Chad’s responsibilities have continued to grow, and he is currently the Lead Portfolio Strategist for the team.
In addition to researching investment opportunities, Chad’s current role includes creating integrated investment allocation proposals for clients and prospects, analyzing market and economic data for use in managing client portfolios, reviewing client asset allocation, implementing investment strategies, and providing investment and market commentary to clients.
Chad obtained his bachelor’s degree in finance a year early from Xavier University (‘13), graduating cum laude and was part of the first cohort to receive a Masters in Applied Data Science from the University of Michigan (‘21). He is a CFA® Charterholder and is a committed value investor following the principles set out by Benjamin Graham.
