Chad Roope

Chief Investment Officer: Helping investors make sense of markets and guiding investment decision making with integrity, passion and teamwork.

Chad Roope is the Chief Investment Officer at Sequoia Financial Group, where he leverages his extensive experience in managing complex equity, fixed income, and options strategies to benefit clients.

With a Bachelor of Business Administration in Finance and a Study Abroad experience focused on Finance-Euro Currency, both with outstanding academic achievements, Chad brings a solid educational foundation to his role.

Having held key positions such as Portfolio Manager and Chief Investment Officer at Stratos Wealth Partners, Vice President-Investment Management at ValMark Securities, Portfolio Consultant at Charles Schwab, and Investment Strategies Specialist at Colton Groome & Co., Chad's expertise is well-rounded and comprehensive.

Chad's primary focus is overseeing investment portfolio decisions in collaboration with the Asset Management Team, aiming to assist clients in achieving their financial objectives and preparing communities for the future through high-quality investment solutions and effective communication.

His dedication to delivering impactful solutions and insightful communication materials reflects his commitment to enriching the lives of clients and fostering a secure financial future for individuals and communities.