C H A D W. P E T H E R I C K, C I M A ®
Chad Petherick is Director of Manager Research and Portfolio Management for Integrated. Chad is responsible for the construction and management of investment portfolios for our clients, ongoing review and oversight of investment managers, and analysis of prospective investments. These investments encompass a full range of asset classes, including fixed income, public equities, real estate, natural resources, private equity, and hedge funds.
“Our foundation is set in a thorough analysis of financial markets and financial market history, allowing us to create disciplined long-term portfolios for our clients, while also giving us the ability to capitalize on tactical opportunities when the pendulum inevitably swings too far in one direction. Our investment platform is a truly open and conflict-free working list. Ongoing analysis and tracking of our managers are crucial to ensuring our clients get access to genuine active management.“
Before joining the Integrated team, Chad worked as a Portfolio Manager for Bank of Montreal’s Wealth Management group. In this previous role, Chad oversaw the construction and management of investment portfolios for his clients, both institutional and individuals. Prior to his time at BMO, Chad worked as an investment banking analyst at FIG Partners, a boutique firm that specializes in community banks.
Chad is active in supporting the following charitable organizations: Impact India 360, Compassion International, CRU.org and the Petherick Walk of Scholars at Albion College.
Chad is a member of the Michigan Association of Public Employee Retirement Systems (MAPERS) and Investments & Wealth Institute™. Chad is a Certified Investment Management Analyst ® (CIMA®) professional. He is also a Young Leader member of the Detroit Economic Club. Chad and his family reside in Clarkston.
Email: firstname.lastname@example.org • Phone: 248-952-9053