Chad J. Rawleigh, CFA
WEALTH MANAGER & CLIENT RELATIONSHIP SPECIALIST CHARTERED FINANCIAL ANALYST (CFA)
"As a wealth manager with experience working on Wall Street, I leverage my knowledge to help clients filter out the noise coming from the financial services industry, media and advertisers. Instead, we focus on establishing their goals and building an appropriate financial plan."
HOW I CAN HELP YOU
Chad specializes in portfolio management, investment strategy and client relationship management.
WHAT MAKES ME KNOWLEDGEABLE
Chad has worked in financial services for more than 20 years. Before joining the firm, he spent three years at the Charles Schwab Corporation as a relationship manager, where he provided consulting to registered independent advisory firms throughout Illinois and Wisconsin. He earned a degree in finance from the University of Illinois, holds the Chartered Financial Analyst designation, and is a member of the CFA Society of Chicago.
GETTING TO KNOW ME
Outside the office, Chad enjoys cars, travel, sports and time with his family.