Chad has been with Pence Capital Management since inception and directs portfolio oversight. In working with the Oversight Committee, his team is responsible for the product suite’s portfolio construction, asset allocation policy, and day to day management of all portfolio solutions. In this role, he is responsible for the application of investment strategy across portfolios consistent with client objectives and guidelines.
With more than 15 years in the investment industry, he received his under graduate education at California State University Dominguez Hills.