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Chad serves as Portfolio Advisor in the Pittsburgh office, helping identify prospective clients both for individual wealth management portfolios and retirement services plans. He manages client relationships and helps them develop a customized financial strategy aligned to their financial plan and goals.
Prior to joining Carnegie, Chad served as an internal sales representative at Federated Investors for 3 years. He holds his Series 7 and Series 66 securities licenses, and received his Bachelor’s Degree in Finance from Ohio University. He currently resides in McMurray, PA, and enjoys just about any sport, travelling, as well as the occasional round of golf. Comments are closed.
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