Profile

Mr. Chad D.
Roope, CFA, is a Lead Portfolio Manager at Fundamentum LLC.
He directs all day-to-day research, management and decision-making responsibilities for strategies offered by Fundamentum.
Prior to joining Fundamentum, Mr. Roope was previously employed as a Portfolio Manager with TOPS®/ValMark Advisers, a Private Client Portfolio Consultant with Charles Schwab & Co where he managed highly complex, customized equity, fixed income and options portfolios.
He is graduate of Western Carolina University with a B.S.B.A.
in Finance (Magna Cum Laude).

Former positions of Chad Daniel Roope

CompaniesPositionEnd
SEQUOIA FINANCIAL GROUP LIMITED Chief Investment Officer 2022-10-31
Portfolio Manager-Equities 2019-12-31
Portfolio Manager-Equities 2016-07-31
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Training of Chad Daniel Roope

Western Carolina University Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

1

1st degree connections

4

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Listed companies1
SEQUOIA FINANCIAL GROUP LIMITED

Finance

Private companies2

Finance

Finance

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