Chad joined One Capital Management after servicing as a Senior Wealth Management Advisor at TIAA where he was responsible for financial planning and led a team advising private clients and charitable organizations. Prior to TIAA he was the Managing Director of the Private Client Group at C.K. Cooper & Company, where he was responsible for a team of advisors as well as managing the firms proprietary separately managed account program. He earned his Bachelor of Science degree in Business Administration from Chapman University and an MBA from Pepperdine University. Chad serves on the Endowment Council at Chapman University. When not working, he can be found coaching youth sports. He and his wife Alina live in Costa Mesa with their two boys Caden and Colton.