Chad McDonnell, CFP®, is a Partner and Senior Portfolio Manager at Corient, where Chad focuses on helping clients grow and protect their wealth for a secure retirement. With over 20 years of experience in wealth management, Chad has previously served as Senior Portfolio Manager at Segall Bryant & Hamill following its merger with Denver Investments, where Chad assisted clients with customized investment solutions. Chad's career includes roles as Vice President and Portfolio Manager at Denver Investments, Chief Investment Officer at Janiczek Investments, and Vice President-Financial Consultant at Charles Schwab. Chad is also an active member of the finance committee for Mile High United Way and holds a BA from the University of Colorado Boulder, in addition to being a CERTIFIED FINANCIAL PLANNER™.
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