Chad NeSmith, CFA, CFP®Client Service Associate
How Chad Can Help You
As the Client Service Associate, Chad focuses on making sure our client’s operational matters are handled with care.
What Makes Chad Knowledgeable
Chad Joined Berman Capital Advisors in 2018. Previously, Chad was a paraplanner at Your Wealth Partners, LLC. Prior to Your Wealth Partners, LLC, Chad spent five years as an associate at a Registered Investment Advisors in Atlanta where he managed the daily needs for multiple high net worth family accounts.
Chad earned his Bachelor of Business Administration degree with a focus in Economics from Kennesaw State University in 2011. He holds the Chartered Financial Analyst (CFA) designation and is a member of the Atlanta Society of Finance and Investment Professionals. He obtained the CERTIFIED FINANCIAL PLANNER ™ designation in 2013.
Getting to Know Chad
Chad and his fiancé, Ashley, live in Atlanta with their two cats, Loki and JAS. In his spare time, Chad participates in triathlons and has completed three Ironman 70.3 distance races.