The combination of industry expertise and
relevant deal experience is powerful.
Chad joined Portico in 2019 from Keefe, Bruyette & Woods, where he was an Analyst within their Financial Institutions Group. During his time with KBW, Chad advised depository institutions on sell-side, buy-side, and capital raising engagements and closed transactions across the United States. Previously, Chad was a Senior Consultant within Ernst & Young's Financial Services Advisory practice.Educational Background
Chad received his Bachelor of Science in Finance from Wake Forest University, where he graduated Magna Cum Laude.