Chad came to Rothschild in January of 2014 where he started out as an Assistant Portfolio Manager focusing on equity research ideas for the Bonga Group. Over the last several years Chad’s responsibilities have continued to grow. He absorbed the fixed income trading and analysis role in 2015, passed the Series 55 in 2016 to be utilized as a backup equity trader, and in 2017 Chad was named Portfolio Strategist for the Bonga Group.

In addition to researching equity and fixed income opportunities, Chad’s current role for the Bonga Group includes:

• Creating comprehensive investment allocation proposals for clients and prospects.
• Analyzing market and economic data for use in the management of client portfolios.
• Reviewing client asset allocation and implementing investment strategies.
• 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. He is a CFA® Charterholder and a member of CFA Society Chicago. Chad and his wife Emily live in downtown Chicago.