Senior Relationship Manager
BS, Indiana University
Chad is a senior relationship manager who coordinates delivery of products and services to clients, with specialization in proprietary investment management products from PNC Capital Advisors. His key responsibilities include maintaining close working relationships with existing clients as the single point of contact for all matters related to their portfolios and supporting new business opportunity development. Before joining the firm in 2005, Chad was a marketing and client services vice president and director of consultant relations with Conseco Capital Management. He was also the manager of the national sales desk for the Conseco Fund Group. He has also served as a senior portfolio manager for the investment advisors division of Fifth Third Bank. Chad earned a Bachelor of Science degree public finance with a minor in economics from Indiana University.