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Chad Agena
Vice President at Three Point Capital
Professional Background
Chad Agena is a distinguished professional in the finance industry with a diverse career spanning over two decades. He has gained extensive experience and knowledge in various areas such as tax credit brokerage, equity sales and trading, and derivatives structured marketing. Currently, Chad serves as the Vice President of Tax Credit Brokerage at Three Point Capital, where he utilizes his robust expertise to analyze market trends and provide top-notch financial solutions to clients.
Prior to his role at Three Point Capital, Chad held several other prominent positions in reputable firms. His career began at Credit Suisse as an Analyst, where he laid the foundation for his understanding of the intricacies involved in the financial markets. Following that, he progressed to become a Vice President in the Corporate Interest Rate Derivatives Group at CLSA, further honing his skills in financial analysis and trading.
Chad's substantial experience continued to expand as he took on the role of Executive Director and Head of US Derivatives Structured Marketing at CIBC. Here, he was instrumental in developing innovative financial products tailored to the unique needs of clients. With his keen insight and strategic thinking, he advanced to become a Senior Trader at Libra Advisors, focusing on enhancing trading performance and risk management strategies.
Further enriching his career, Chad joined ABG Sundal Collier in the Equity Sales and Trading division, where he applied his profound understanding of market dynamics to drive sales growth and client satisfaction.
Throughout his career, Chad has consistently demonstrated his commitment to excellence and has built a reputable name for himself in the financial services sector.
Education and Achievements
Chad's academic journey began at Punahou School, a prestigious institution known for its strong academic programs and commitment to nurturing well-rounded individuals. His time at Punahou laid the groundwork for his future success and instilled in him a passion for learning that would carry on into his professional life.
Chad furthered his education at Carnegie Mellon University, where he studied and expanded his knowledge base. Carnegie Mellon is renowned for its rigorous programs in finance and quantitative analysis, equipping its graduates with the skills necessary to excel in the fast-paced world of finance. This educational background has proven invaluable to Chad as he navigates complex financial landscapes and develops innovative strategies for his clients.
Achievements
Chad Agena's career is marked by numerous achievements that reflect his dedication and expertise in the finance industry. His current role as Vice President at Three Point Capital underscores his leadership skills and ability to navigate the complexities of tax credit brokerage successfully. By leveraging his extensive background in trading and derivatives, he plays a crucial role in delivering substantial value to clients, ultimately contributing to the firm’s growth and success.
Chad's extensive experience in various trading and financial roles has equipped him with a unique perspective on market trends, allowing him to provide insights that are both practical and strategic. His experience spans numerous responsibilities and sectors, making him a versatile and knowledgeable figure in finance.
Overall, Chad’s steadfast commitment to professional development and his ability to adapt to changing market dynamics are further testaments to his adaptability and ingenuity in a constantly evolving industry.