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    Chad Roope

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

    Chad D. Roope, CFA, is a seasoned financial professional with extensive experience in investment management.13 He previously served as the Chief Investment Officer at Sequoia Financial Group from November 2020 to November 2022.24

    Roope's career highlights include:

    • Currently working as an Investment Adviser Representative at Lineweaver Wealth Advisors since July 20232
    • Managed over $10 billion in assets across various investment platforms3
    • Led investment departments and strategies at prominent firms such as Sequoia Financial Group, Stratos Wealth Partners, Valmark Financial Group, and Charles Schwab & Co3
    • Holds a B.S.B.A in Finance from Western Carolina University3
    • CFA Charterholder and member of the CFA Society of Cleveland3

    Roope specializes in managing complex asset allocation, equity, fixed income, and options strategies for clients.3 He is known for combining macroeconomic analysis with rigorous bottom-up research to guide portfolio decision-making and risk management.3

    Outside of work, Roope enjoys reading, hiking, backpacking, fishing, kayaking, and golfing with his two sons.3

    Highlights

    Jan 1 · prnewswire.com
    Sequoia Financial Group Appoints Chad Roope as Chief Investment ...
    Sequoia Financial Group Appoints Chad Roope as Chief Investment ...
    May 16 · datanyze.com
    Chad Roope - Lineweaver Financial Group - Datanyze
    [PDF] Chad Roope - SEC.gov
    Jan 1 · lineweaver.net
    Meet Our Team - Lineweaver Financial Group
    Jan 1 · lineweaver.net
    Meet Our Team - 992 - Lineweaver Financial Group
    Meet Our Team - 992 - Lineweaver Financial Group
    Jan 1 · ohioretire.com
    Team - Ohio Retire
    Team - Ohio Retire

    Related Questions

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    Chad Roope
    Chad Roope, photo 1
    Chad Roope, photo 2
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    Location

    Greater Cleveland