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Chad Schlett

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Chad Schlett

Finance Co-Op | Rothschild Wealth Partners

Greater Chicago Area United States, United States

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Chad Schlett

Summary

Chad Schlett is a seasoned finance professional with a strong background in portfolio strategy and wealth management. As the Vice President at Rothschild Wealth Partners, he leads initiatives to empower clients in navigating their financial landscapes. With a Master's degree in Applied Data Science and a CFA charter, he combines analytical rigor with strategic insight to develop customized investment solutions. His career trajectory at Rothschild has spanned various roles, showcasing his adaptability and commitment to continuous learning. Chad's expertise encompasses a wide array of financial instruments, risk management, and tax strategies, making him a valuable partner for affluent families and business owners. He has a proven track record of enhancing client portfolios through innovative investment strategies. Outside of his professional life, Chad is likely to be involved in community engagement, reflecting his commitment to sustainable practices in finance.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Chad Schlett

Work Experience

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Vice President, Portfolio Strategy at

Rothschild Wealth Partners

July 2023 - Present

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Chad Schlett

Education

Xavier University - Williams College of Business, BSBA, Finance, Cum Laude

January 2010 - January 2012

University of Michigan - School of Information, Master's degree, Applied Data Science (MADS), 4.0

January 2019 - January 2021

CFA Institute, CFA Charterholder, Passed all three levels of the CFA Program on the first attempt.

January 2015 - January 2017

Frequently Asked Questions about Chad Schlett

What is Chad Schlett email address?

Chad Schlett's primary email address is ********@rothschildinv.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Chad Schlett work for?

Chad Schlett is a Finance Co-Op at Rothschild Wealth Partners.

Where Chad Schlett graduated from?

Chad Schlett holds a degree in from Xavier University - Williams College of Business.

How can I directly contact Chad Schlett?

To contact Chad Schlett directly, you can use the email address ********@rothschildinv.com. Complete contact information is available upon registration with Muraena.

Who is Chad Schlett?

Chad Schlett is a seasoned finance professional with a strong background in portfolio strategy and wealth management. As the Vice President at Rothschild Wealth Partners, he leads initiatives to empower clients in navigating their financial landscapes. With a Master's degree in Applied Data Science and a CFA charter, he combines analytical rigor with strategic insight to develop customized investment solutions. His career trajectory at Rothschild has spanned various roles, showcasing his adaptability and commitment to continuous learning. Chad's expertise encompasses a wide array of financial instruments, risk management, and tax strategies, making him a valuable partner for affluent families and business owners. He has a proven track record of enhancing client portfolios through innovative investment strategies. Outside of his professional life, Chad is likely to be involved in community engagement, reflecting his commitment to sustainable practices in finance.

Chad`s contact details

mail

********@rothschildinv.com

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