Chad V. Perbeck

About Chad V. Perbeck

I’m in search of a phenomenal team to join, in a vibrant culture, where I can add my life experience (EQ) and technical skills (IQ) to the mix and help clients and team members grow and flourish throughout their journey. I am a Certified Investment Management Analyst® certificant and completed the Yale School of Management’s Executive Education Program, Investment Management Theory & Practice, a CIMA® Certification Registered Education Program. I am also a CERTIFIED FINANCIAL PLANNER™ certificant and earned the Master of Science in Financial Planning degree with high honors, along with a Graduate Certificate in Financial Life Planning, from Golden Gate University in San Francisco. My undergraduate studies were at Tufts University (B.A, Psychology, Classics) where I was co-captain of the Jumbo\'s basketball team and was named winner of the annual George “Woodie” Grimshaw trophy (nominated by teammates and awarded to the person “you’d most want to have on your team”). I love trail running and mountain biking with my dogs around the majestic Bay Area, and am an unexpected IRONMAN®triathlete. I joined Waypoint Wealth Partners to serve as an Investment Adviser to our clients and to support our Wealth Management team in navigating the global capital markets and overall financial and economic landscape. Prior to Waypoint I was a Senior Research Consultant at Litman Gregory, a Bay Area wealth and asset management firm, for nine years. I helped institutional investors, financial planners, and financial intermediaries address asset allocation, manager and security selection, portfolio construction, client investment communication, and wealth management topics and consulted with other wealth management firm founders on succession planning and M&A activity. Previously, I co-founded HPS Capital Advisors, Inc, a Registered Investment Advisory firm providing strategic marketing solutions to global investment managers. I began my financial career in the wealth management and private client services division of Bear, Stearns & Co (now J.P. Morgan). Specialties: Client Discovery, Client Service, Business Development, Corporate Finance, M&A, Asset Allocation, Security Selection, Sales & Marketing, Operations, Investment Management, Financial Planning.

Experience

1. Senior Portfolio Manager & Head of Investment Communications

   Waypoint Wealth Partners

   Mar 2021 — Present · San Francisco, CA, US

   We are an independent, fiduciary, fee only wealth management firm. Managing your wealth can be highly emotional, if not confusing and downright stressful. Our job is to translate your goals and dreams into actionable plans. From “what\'s coming up” to “what do we do now?”, Waypoint Wealth Partners is your trusted advisor to navigate some of life’s most important wealth management decisions.

Education

• Golden Gate University

  Master of Science - MS, Financial Planning

  2018 — 2021

• Tufts University

  BA, Psychology, Classics

  1995 — 1999

• Yale School of Management

  Executive Education, Investment Management Theory & Practice

  2017 — 2017