Chad Roope Email & Phone Number
Chief Investment Officer @ Lineweaver Financial Group, Inc.
5 free lookup(s).
Chad Roope Location
- Cleveland, OH, US
Chad Roope Work
- 2023 - now Chief Investment Officer @
- 2023 - 2023 Consultant @
- 2020 - 2022 Chief Investment Officer @
- 2016 - 2020 Portfolio Manager @
- now Fundamentum Portfolio Manager @
- 2016 - 2020 Full-time @
- 2015 - 2016 Vice President-Investment Management @
- 2012 - 2015 Portfolio Consultant @
- 2004 - 2012 Investment Strategies Specialist @ Colton Groome & Co.
Chad Roope Education
- Western Carolina University
Bachelor of Business Administration (B.B.A.) (Finance and Financial Management Services)
2001 - 2003 - University of Portsmouth
1 Year Study Abroad (Finance-Euro Currency)
2002 - 2003
Chad Roope Skills
- Mathematics
- Networking
- Portfolio Management
- Equities
- Investment Strategies
- ETFs
- Research
- Investments
- Trusted Business Partner
- Clear Communications
- Fixed Income
- Statistics
- Ideas Development
- Financial Analysis
- Options
- Trustee
- Sales
- Mutual Funds
- Life Insurance
- Consultative Selling
- Rias
- Capital Markets
- FactSet
- Microsoft Excel
- Morningstar Direct
- Organization Skills
Chad Roope Summary
- Chad Roope, based in Cleveland, OH, US, is currently a Chief Investment Officer at Lineweaver Financial Group, Inc.. Chad Roope brings experience from previous roles at Kohmann Bosshard Financial Services, Sequoia Financial Group and Stratos Wealth Partners. Chad Roope holds a 2001 - 2003 Bachelor of Business Administration (B.B.A.) in Finance and Financial Management Services @ Western Carolina University. With a robust skill set that includes Mathematics, Networking, Portfolio Management, Equities, Investment Strategies and more. Chad Roope has 1 emails and 2 mobile phone numbers on RocketReach.
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