Chadwick J. Schlett, CFA® , MADS

Vice President, Wealth Advisor

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.

Our Independent Financial Advisory Team

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Live your best financial life with the help of a true independent fiduciary like Rothschild Wealth Partners. 

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There are a lot of ways to define success. It’s not about money, but about how you can live your best life. Let’s talk about how you can define your own success.

Welcome to Rothschild Wealth Partners

We are thrilled to share some exciting news with you! As of 2023, Rothschild Investment, LLC, and Sentinus, LLC, have come together to form Rothschild Wealth Partners. By joining forces, we can unite our legacies, strengthen our services, and present a bold new chapter for our firm—one built on nearly two centuries of expertise and trusted financial stewardship.

Through thoughtful discussions and collaboration, we’ve crafted a brand that not only honors our history but also points towards an exciting future. While our name and look have evolved, one thing remains unchanged: our commitment to delivering strategic financial advice and personalized support to help you achieve your goals.