Chad Rice, CFA

DIRECTOR OF RETIREMENT INVESTMENT STRATEGIES & SENIOR PORTFOLIO MANAGER
612-230-6942

Industry experience: More than 20 years

Fun fact: After many years of intense training and competition, I achieved a black belt in martial arts. 

CERTIFICATIONS & EDUCATION

  • Chartered Financial Analyst® (CFA)
  • MS – Business: Finance, Investment and Banking, University of Wisconsin - Madison
  • BS – Medical Technology, Clinical Laboratory Science, University of Wisconsin - Stevens Point