Chad leads the firm’s investment strategy, portfolio construction, and risk management across equity, fixed income, and options-based strategies.
Chad brings extensive experience managing complex portfolios and overseeing large-scale investment platforms, with more than $10 billion in assets under management throughout his career. His disciplined approach blends macroeconomic insight with rigorous bottom-up research to guide investment decisions and manage risk across market environments.
Prior to joining Lineweaver Financial Group, Chad held senior investment leadership roles at Sequoia Financial Group, Stratos Wealth Partners, Valmark Financial Group, and Charles Schwab & Co. He holds a degree in Finance from Western Carolina University, is a CFA® Charterholder, and a member of the CFA Society of Cleveland.
Outside of work, Chad enjoys spending time outdoors with his two sons, including hiking, fishing, kayaking, and golfing.