Senior Vice President - Decision Point Wealth Consulting @ (January 2009 - October 2023)
VP, CFP Financial Advisor @ (June 1996 - January 2009)
Chad Pearson Education
UNC Kenan-Flagler Business School
BSBA (Business Administration)
1988-1993
Alliance Manchester Business School
European Economics
1990-1991
Chad Pearson Skills
Business Analysis
CFP®
Entrepreneurship
Philanthropy
Problem Solving
Strategic Financial Planning
Strategy
Wealth Management
Cfp
Services
Financial Services
Chad Pearson Summary
Chad Pearson, based in Wilmington, NC, US, is currently a Managing Director, Private Wealth Advisor at Rockefeller Capital Management. Chad Pearson brings experience from previous roles at UBS Financial Services Inc. and Merrill Lynch. Chad Pearson holds a 1988 - 1993 BSBA in Business Administration @ UNC Kenan-Flagler Business School. With a robust skill set that includes Business Analysis, CFP®, Entrepreneurship, Philanthropy, Problem Solving and more. Chad Pearson has 1 emails and 2 mobile phone numbers on RocketReach.
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