Senior VP, Coquest Managed Assets
Chad joined Coquest in June of 2014. He holds a Series 3 license and is registered with the CFTC as an Associated Person (AP) and member of the NFA. Chad was born and raised in Dallas and graduated from the Episcopal School of Dallas. Following ESD, Chad attended the University of Mississippi and holds a B.B.S. from the Ole Miss School of Business. Shortly after graduating college, Chad moved to Washington D.C. where he worked in Public Relations and, the Financial Affairs Department at Georgetown University. After returning to Dallas, Chad focused on his talent of sales and business development in publishing, commercial print and real estate. His primary focus at Coquest is business development and marketing for the Managed Futures division of the company. Chad is the primary liaison for attracting new clients for Coquest from the RIA, Family Office, Pension systems and HNW investors. Chad is an excellent networker with deep roots in the Dallas community. He is known for building lifelong personal and business relationships patiently, while being gently persistent, which Chad contends “is a prerequisite in the financial services industry”. Chad is married to Lisa. They have a daughter, Regan, who is a student at ESD.