Chad Henry Email & Phone Number
Senior Vice President Portfolio Management @ Morgan Stanley
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Chad Henry Location
- Chicago, IL, US
Chad Henry Work
- 2026 -now Senior Vice President Portfolio Management @
- 2021 -2026 Senior Vice President - Wealth Management, Portfolio Manager @ UBS Financial Services, Inc
- 2015 -2021 President and Founding Partner of Forthright Financial Planning; Financial Advisor, RJFS @
- 2011 -2015 Senior Vice President and Financial Wealth Consultant @
- 2008 -2011 Vice President, Private Wealth Management @
- 2005 -2008 Vice President of Investments @
- 2002 -2005 Investment Advisor @
Chad Henry Education
- Western Illinois University
Bachelor of Science (LEJA & Business)
1994-1997 - Rock Valley College
Associate of Science (Criminal Justice)
1992-1994
Chad Henry Skills
- Retirement Planning
- Wealth Management
- Investments
- Financial Advisory
- Series 7
- Retirement
- Finance
- Securities
- Financial Services
- Financial Planning
- Series 9
- Series 10
- Series 63
- Series 65
- Life & Health Insurance Licenses
- 401k education
- QROPS
- Private Banking
- Business Development
- Banking
- Strategic Partnerships
- Angel Investing
- Fixed Income
- Estate Planning
- Life and Health Insurance Licenses
Chad Henry Summary
- Chad Henry, based in Chicago, IL, US, is currently a Senior Vice President Portfolio Management at Morgan Stanley. Chad Henry brings experience from previous roles at UBS Financial Services, Inc, Forthright Financial Planning, Upstream Investment Partners, LLC and Robert W. Baird & Co.. Chad Henry holds a 1994 - 1997 Bachelor of Science in LEJA & Business @ Western Illinois University. With a robust skill set that includes Retirement Planning, Wealth Management, Investments, Financial Advisory, Series 7 and more. Chad Henry has 6 emails and 2 mobile phone numbers on RocketReach.
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