Chad Schlett Email & Phone Number
Vice President, Portfolio Strategy @ Rothschild Investment Corporation
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Chad Schlett Location
- Chicago, IL, US
Chad Schlett Work
- Vice President, Portfolio Strategy @ (July 2023 - Present)
- Portfolio Strategist @ (August 2017 - July 2023)
- Alternative Investment Committee @ (March 2019 - January 2023)
- Municipal Bond Analysis @ (January 2015 - June 2018)
- Assistant Portfolio Manager @ (May 2014 - August 2017)
- Junior Analyst @ (January 2014 - May 2014)
- Healthcare Sector Manager for D’Artagnan Capital Fund @ (January 2013 - May 2013)
- Financial Analyst for D’Artagnan Capital Fund @ (August 2012 - December 2012)
- Finance Co-Op @ Greater Cincinnati Energy Alliance (January 2012 - December 2012)
Chad Schlett Education
- University of Michigan - School of Information
Master's degree (Applied Data Science (MADS))
2019-2021 - CFA Institute
CFA Charterholder (Passed all three levels of the CFA Program on the first attempt.)
2015-2017 - Xavier University - Williams College of Business
BSBA (Finance)
2010-2013
Chad Schlett Summary
- Chad Schlett, based in Chicago, IL, US, is currently a Vice President, Portfolio Strategy at Rothschild Wealth Partners. Chad Schlett brings experience from previous roles at Rothschild Wealth Partners. Chad Schlett holds a 2019 - 2021 Master's degree in Applied Data Science (MADS) @ University of Michigan - School of Information. Chad Schlett has 1 emails on RocketReach.
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