Chad D. Roope, CFA Chief Investment ... - Sequoia Financial

CHARTERED FINANCIAL ANALYST TM Series 7 (inactive) Series 66 (active) Western Carolina University, bachelor of business administration in Finance

Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment

Chad D. Roope, CFA? Chief Investment Officer, Asset Management 234.466.1340 | croope@sequoia-

As Chief Investment Officer, Chad works with the Asset Management Team on investment portfolio decision-making. His primary goals are to deliver high-quality investment solutions and helpful communications that advisors and clients can employ in the financial planning process. He strives to produce timely, relevant insights and solutions aimed at helping clients reach their financial goals. Clients and teammates can expect him to be a calm, patient listener who prioritizes results that enrich lives. That is the purpose behind everything Sequoia does, a desire to enrich the lives of their clients, their team, and their communities. Chad counts it a privilege to share his experience in managing complex equity, fixed income, and options strategies with Sequoia clients and teammates each day.

Chad makes his home in Hudson, OH, and when he is not working, he enjoys studying financial markets and economies, travel, golf, reading, hiking, and fishing. He also loves spending quality time with his family.

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