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Market Update | January 2023
A year ago, markets were coming off one of the...
Vice President,
Financial Advisor
Chad joined CAPTRUST in 2018 and serves as a vice president and financial advisor responsible for providing comprehensive wealth management services to high-net-worth investors and corporate executives. He is motivated to provide his clients with a clear plan that aligns with their vision for life.
Before joining the firm, Chad co-founded and was president of BeManaged, and has worked in the industry since 2002. When he is not in the office or with a client, Chad enjoys spending time with his family, friends, and coaching his kids’ sports teams.
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