![Chad Daniel Roope](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 | Directeur en chef des Investissements | 01/11/2022 |
Stratos Investment Management LLC
 Stratos Investment Management LLC Investment ManagersFinance Stratos seeks to provide investment decisions that are made in accordance with the fiduciary duties owed to their accounts and without consideration of the firm’s economic, investment or other financial interests. Their policy is to seek fair and equitable allocation of investment opportunities/transactions among its clients to avoid favoring one client over another over time. | Gestionnaire de Portefeuille-Actions | 01/01/2020 |
Valmark Advisers, Inc.
 Valmark Advisers, Inc. Investment ManagersFinance Valmark Advisers employs various methods of research when analyzing investment markets and available investment opportunities. The firm primarily follows an investment policy of diversified model portfolios for clients. Across all advisory accounts, they encourage its IAR’s and clients to diversify assets across many different asset classes in an effort to help reduce portfolio volatility. | Gestionnaire de Portefeuille-Actions | 01/08/2016 |
Formation de Chad Daniel Roope
Expériences
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
4
Entreprises liées au 1er degré
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| Entreprise privées | 4 |
|---|---|
Valmark Advisers, Inc.
Valmark Advisers, Inc. Investment ManagersFinance Valmark Advisers employs various methods of research when analyzing investment markets and available investment opportunities. The firm primarily follows an investment policy of diversified model portfolios for clients. Across all advisory accounts, they encourage its IAR’s and clients to diversify assets across many different asset classes in an effort to help reduce portfolio volatility. | Finance |
Western Carolina University
 Western Carolina University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sequoia Financial Group Ltd.
 Sequoia Financial Group Ltd. Investment ManagersFinance Provides integrated financial services | Finance |
Stratos Investment Management LLC
Stratos Investment Management LLC Investment ManagersFinance Stratos seeks to provide investment decisions that are made in accordance with the fiduciary duties owed to their accounts and without consideration of the firm’s economic, investment or other financial interests. Their policy is to seek fair and equitable allocation of investment opportunities/transactions among its clients to avoid favoring one client over another over time. | Finance |
