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Chad Allen, CAIA® has extensive work experience in the financial industry. From 2015 to the present, they have worked at Oppenheimer & Co. Inc. as a Managing Director in the Private Client Services division. Prior to this, Chad worked at UBS from 2011 to 2015 as an Executive Director and Complex Director.

Chad Allen, CAIA®, obtained a Bachelor of Science (B.S.) degree in Management from the United States Military Academy at West Point, which they attended from 1989 to 1993. Later, they pursued a Master of Business Administration (MBA) degree at Columbia Business School, where they studied from 2010 to 2011.