Chad co-leads the Aurora Wealth Management team at UBS where he focuses helping institutional, municipal and private investors across 23 states truly understand and dynamically manage their investment risk.
A born and raised Alaskan, Chad and his wife Erika Sandre, a proud Canuck, chose to relocate to downtown Denver in the summer of 2015. The balance of weather, central location, access to the outdoors, economic growth and urban lifestyle made Denver the place to be in the USA for Chad and Erika.
Both Chad and Erika have been actively involved in various charitable organizations over the years. Most notably with Chad serving on the Board of Directors of the Alaska SPCA as treasurer and head of the finance committee as well as being a longtime volunteer, supporter and investment advisor to Special Olympics Alaska.
Chad earned his BA from the University of Massachusetts, Amherst with a concentration in Investments and Financial Services. Also, Chad earned his MS in Banking and Finance from Boston University. He is a CERTIFIED FINANCIAL PLANNER Practitioner. Chad obtained his Chartered Financial Consultant designation from the American College.