Chad Welborn Email & Phone Number
Chief Investment Officer @ CopperPoint Insurance Companies
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Chad Welborn Location
- Phoenix, AZ, US
Chad Welborn Work
- 2009 -now Chief Investment Officer @
- 2006 -2009 Director, Investments @
- 2001 -2006 Vice President, Portfolio Manager @
- 1999 -2001 Portfolio Manager @
- 1994 -1999 Portfolio Manager @
Chad Welborn Education
- Quinlan School of Business, Loyola University Chicago
MBA (Finance)
1999-2001 - Lake Forest College
BA (Business)
1990-1994 - Lake Forest College
Bachelor's degree (Finance, General)
1990-1994 - Quinlan School of Business, Loyola University Chicago
Master of Business Administration - MBA (Finance, General)
Chad Welborn Skills
- Insurance
- Portfolio Management
- Asset Management
- Investments
- Asset Allocation
- Fixed Income
- Equities
- Employee Benefits
- Investment Strategies
- Financial Modeling
- Mutual Funds
- Strategic Financial Planning
- Risk Management
- Financial Analysis
Chad Welborn Summary
- Chad Welborn, based in Phoenix, AZ, US, is currently a Chief Investment Officer at CopperPoint/SCF Arizona. Chad Welborn brings experience from previous roles at RLI, National City Bank, Merrill Lynch and JP Morgan Chase. Chad Welborn holds a 1999 - 2001 MBA in Finance @ Quinlan School of Business, Loyola University Chicago. With a robust skill set that includes Insurance, Portfolio Management, Asset Management, Investments, Asset Allocation and more. Chad Welborn has 1 emails and 2 mobile phone numbers on RocketReach.
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