How I Can Help You
Chad has been a vital part of the Pence Investment Team since 2006, bringing nearly two decades of experience, precision, and dedication to the firm’s investment operations. He directs portfolio oversight, manages trading execution, and serves as a key liaison between the investment team and clients. Chad’s role is central to ensuring that portfolios are not only strategically constructed but also actively monitored and adjusted to meet evolving market conditions and client objectives. His deep understanding of trading mechanics and client service allows him to bridge the gap between investment strategy and real-world implementation, helping clients feel confident and informed every step of the way.

What Makes Me Knowledgeable
Chad is a Registered Administrative Associate with LPL Financial and holds FINRA Series 7, 63, and 65 registrations—credentials that reflect his commitment to regulatory excellence and professional integrity. He received his undergraduate education from California State University, Dominguez Hills, where he built the academic foundation for his career in finance.

Over the years, Chad has developed a reputation for his meticulous attention to detail, his ability to navigate complex trading environments, and his proactive approach to portfolio management. His experience spans market cycles, regulatory changes, and evolving investment technologies, giving him a seasoned perspective that adds depth to the team’s decision-making process. Whether he’s executing trades, reviewing portfolio allocations, or communicating with clients, Chad brings clarity, consistency, and confidence to every interaction.

Getting to Know Me
Chad is known not only for his technical expertise but also for his approachable demeanor and unwavering reliability. He thrives in fast-paced environments and values the relationships he’s built with both colleagues and clients over the years. His calm, solutions-oriented mindset makes him a trusted resource within the firm and a reassuring presence for clients navigating the complexities of investing.

Outside of work, Chad enjoys staying active, exploring new interests, and spending time with family and friends. His long-standing commitment to Pence reflects both his passion for the industry and his dedication to helping others achieve financial success.