Profil
Mr. Chad D.
Roope, CFA, is a Lead Portfolio Manager at Fundamentum LLC.
He directs all day-to-day research, management and decision-making responsibilities for strategies offered by Fundamentum.
Prior to joining Fundamentum, Mr. Roope was previously employed as a Portfolio Manager with TOPS®/ValMark Advisers, a Private Client Portfolio Consultant with Charles Schwab & Co where he managed highly complex, customized equity, fixed income and options portfolios.
He is graduate of Western Carolina University with a B.S.B.A.
in Finance (Magna Cum Laude).
Anciens postes connus de Chad Daniel Roope
| Sociétés | Poste | Fin |
|---|---|---|
| SEQUOIA FINANCIAL GROUP LIMITED | Chief Investment Officer | 01/11/2022 |
Fundamentum LLC
 Fundamentum LLC Investment ManagersFinance Fundamentum LLC is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2016 and is a subsidiary of Stratos Wealth Holdings LLC. Fundamentum acts as portfolio manager for wrap fee programs sponsored by its affiliated registered investment advisers. | Portfolio Manager-Equities | 01/01/2020 |
ValMark Advisers, Inc.
 ValMark Advisers, Inc. Investment ManagersFinance ValMark Advisers, Inc. is a registered investment advisor headquartered in Akron, Ohio. The firm was founded in 1997 and is a direct subsidiary of ValMark Investments LLC, ultimately held by ValMark Financial Group LLC. ValMark Advisers provides portfolio management services to individuals, which includes through trusts, estates, 401(k) plans and IRAs, high-net worth individuals, corporate pension and profit-sharing plans, corporations or other businesses, insurance companies and investment companies, charitable institutions, foundations, banks, governmental agencies, and endowments. | Portfolio Manager-Equities | 01/08/2016 |
Formation de Chad Daniel Roope
| Western Carolina University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| SEQUOIA FINANCIAL GROUP LIMITED | Finance |
| Entreprise privées | 2 |
|---|---|
ValMark Advisers, Inc.
ValMark Advisers, Inc. Investment ManagersFinance ValMark Advisers, Inc. is a registered investment advisor headquartered in Akron, Ohio. The firm was founded in 1997 and is a direct subsidiary of ValMark Investments LLC, ultimately held by ValMark Financial Group LLC. ValMark Advisers provides portfolio management services to individuals, which includes through trusts, estates, 401(k) plans and IRAs, high-net worth individuals, corporate pension and profit-sharing plans, corporations or other businesses, insurance companies and investment companies, charitable institutions, foundations, banks, governmental agencies, and endowments. | Finance |
Fundamentum LLC
Fundamentum LLC Investment ManagersFinance Fundamentum LLC is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2016 and is a subsidiary of Stratos Wealth Holdings LLC. Fundamentum acts as portfolio manager for wrap fee programs sponsored by its affiliated registered investment advisers. | Finance |
