Chad D. Roope, CFA®

Portfolio Manager

Chad D. Roope, CFA is a seasoned Chief Investment Officer and Portfolio Manager with
expertise in managing complex asset allocation, equity, fixed income and options strategies
for the benefit of clients.

Chad is passionate about combining macroeconomic analysis with rigorous bottoms-up research to guide portfolio decision-making and risk management. He has had the privilege of managing over $10B in assets across various investment platforms and leading seasoned research and operations teams. He has led the investment departments and strategies at prominent investment advisory firms such as Sequoia Financial Group, Stratos Wealth Partners, Valmark Financial Group and Charles Schwab & Co.

His primary goals are to deliver high-quality investment solutions and communications that enrich the lives of clients. Chad holds a B.S.B. A in Finance from Western Carolina University, is a CFA Charterholder and a member of the CFA Society of Cleveland.

Chad and his two sons love reading, hiking, backpacking, fishing, kayaking, and golfing.