ÂÜÀòÂÒÂ×

Chad has over 24 years of experience within the investment and accounting-related industries. He began his career in the mutual fund's department for a regional broker-dealer. For 12 years, he worked for the Atlanta Consulting Group, an institutional investment consultant in Atlanta, as an investment performance analyst. He was promoted to First Vice President during his time. After obtaining his graduate degree, he transitioned his career to become a tax associate with Frazier & Deeter. After obtaining valuable knowledge and experience working with the CPA firm and dealing with partnerships and individual tax, he found his perfect fit for his experience and education with a position at SignatureFD.

As Alternatives Operations Specialist, Chad is responsible for all operational matters relating to alternative investments, including the SignatureFD funds. With experience in mutual fund trading, tax planning, and portfolio analysis, Chad brings a wide range of hands-on, problem-solving skills to SignatureFD. In addition to bringing excellence to alternative fund operations and reporting, he works to institute firm-wide projects that bring together technology, process, and data to better serve the clients.