Chad Litman's Location
California, United States
Chad Litman's Work
- Wealth Manager @ Phocas Financial Corp
- Director Private Wealth Management @ First Republic Private Wealth Management
- Fixed Income Senior Research Associate @ First Republic Private Wealth Management
- Equity Research Associate @ First Republic Private Wealth Management
- Client Service Manager @ First Republic
- Senior Client Services Sales Associate @ New York Fitness
- Client Services Sales Assistant @ Bank of America
Chad Litman's Education
- San Francisco State University
Bachelor of Arts - BA (Philosophy and History)
- Golden Gate University
Law School
Chad Litman's Skills
- Alternative Investments
- Fixed Income
- Valuation
- Debt
- Structured Finance
- Portfolio Management
- Financial Modeling
- Capital Markets
- Investments
- Bloomberg
Chad Litman's Summary
Chad Litman, based in California, United States, is currently a Wealth Manager at Phocas Financial Corp, bringing experience from previous roles at First Republic Private Wealth Management and First Republic Investment Management. Chad Litman holds a Bachelor of Arts - BA in Philosophy and History @ San Francisco State University. With a robust skill set that includes Alternative Investments, Fixed Income, Valuation, Debt, Structured Finance and more, Chad Litman contributes valuable insights to the industry. Chad Litman has 3 emails on RocketReach.
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