Chadwick Schlett
Analyst-Equity chez Rothschild Investment Corp.
Profil
Mr. Chadwick J.
Schlett, CFA, is a Vice President at Rothschild Investment Corp.
He came to Rothschild in January of 2014 where he started out as an Assistant Portfolio Manager focusing on equity research ideas for the Bonga Group.
Over the last several years his responsibilities have continued to grow.
He absorbed the fixed income trading and analysis role in 2015, passed the Series 55 in 2016 to be utilized as a backup equity trader, and in 2017 Chad was named Portfolio Strategist for the Bonga Group.
He obtained his bachelor’s degree in finance a year early from Xavier University (’13) graduating cum laude.
He is a CFA Charterholder and a member of CFA Society Chicago.
Postes actifs de Chadwick Schlett
| Sociétés | Poste | Début |
|---|---|---|
Rothschild Investment Corp.
 Rothschild Investment Corp. Investment ManagersFinance Rothschild Investment Corp. (Rothschild) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm, originally known as Rothschild & Company, was founded in 1908 by Monroe Rothschild and his brother-in-law Samuel Karger. Rothschild provides highly personalized asset management services to their clients such as individuals, families, trusts and estates; high-net worth individuals; pension and profit-sharing plans, IRAs; charitable organizations and foundations; and corporations or other businesses. | Analyst-Equity | 01/01/2014 |
Formation de Chadwick Schlett
| Xavier University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Rothschild Investment Corp.
Rothschild Investment Corp. Investment ManagersFinance Rothschild Investment Corp. (Rothschild) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm, originally known as Rothschild & Company, was founded in 1908 by Monroe Rothschild and his brother-in-law Samuel Karger. Rothschild provides highly personalized asset management services to their clients such as individuals, families, trusts and estates; high-net worth individuals; pension and profit-sharing plans, IRAs; charitable organizations and foundations; and corporations or other businesses. | Finance |
