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Chad Norfolk
Chad Norfolk
Vice President & Principal | HB Wealth
Maryland, Towson, United States
Chad Norfolk
Summary
Chad Norfolk is a seasoned finance professional with extensive experience in portfolio management, retirement planning, and wealth transfer strategies. As a Managing Director and Senior Advisor at WMS Partners, now part of HB Family Office, he leads initiatives that focus on multi-generational wealth and charitable planning. His career spans over two decades, including significant roles such as Principal and COO at FAI Wealth Management and Vice President at MAI Capital Management. Chad's educational background includes a degree in Business Administration and Marketing from Towson University and completion of the Executive Leadership Program at Charles Schwab. He is recognized for his expertise in private equity, real estate investments, and asset protection, making him a trusted advisor in financial planning. Beyond his professional endeavors, Chad is committed to mentoring the next generation of financial leaders. His diverse skill set positions him as a key player in the evolving landscape of wealth management.
Chad Norfolk
Work Experience
Senior Wealth Advisor & Shareholder at
HB Wealth
January 2025 - Present
Chad Norfolk
Education
Towson University, Business Administration and Marketing
January 1992 - January 1996
Liberty High School
January 1989 - January 1992
Charles Schwab Executive Leadership Program, Executive Leadership
January 2015 - January 2015
Frequently Asked Questions about Chad Norfolk
What is Chad Norfolk email address?
Chad Norfolk's primary email address is ********@wms-partners.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Chad Norfolk work for?
Chad Norfolk is a Vice President & Principal at HB Wealth.
Where Chad Norfolk graduated from?
Chad Norfolk holds a degree in null from Towson University.
How can I directly contact Chad Norfolk?
To contact Chad Norfolk directly, you can use the email address ********@wms-partners.com. Complete contact information is available upon registration with Muraena.
Who is Chad Norfolk?
Chad Norfolk is a seasoned finance professional with extensive experience in portfolio management, retirement planning, and wealth transfer strategies. As a Managing Director and Senior Advisor at WMS Partners, now part of HB Family Office, he leads initiatives that focus on multi-generational wealth and charitable planning. His career spans over two decades, including significant roles such as Principal and COO at FAI Wealth Management and Vice President at MAI Capital Management. Chad's educational background includes a degree in Business Administration and Marketing from Towson University and completion of the Executive Leadership Program at Charles Schwab. He is recognized for his expertise in private equity, real estate investments, and asset protection, making him a trusted advisor in financial planning. Beyond his professional endeavors, Chad is committed to mentoring the next generation of financial leaders. His diverse skill set positions him as a key player in the evolving landscape of wealth management.
Chad`s contact details
********@wms-partners.com
Colleagues
VP, AG Edwards & Sons (initially acquired by Wachovia, then Wells Fargo) | Equity Research Analyst
Board Member
Tutor
Partner, Family Wealth Strategist
Analyst
Management Associate, SunTrust Commercial Banking Training Program
Marketing Analyst
Chief Planning Officer
Accounting Associate (WMS Partners)
Audit Executive