Chad Hermanson is a Vice President and Private Advisor at Hermanson Embleton Wealth Partners of Rockefeller Capital Management.
Before joining Rockefeller in February 2020, he and his team were at Morgan Stanley.
Primarily focused on wealth planning, Chad guides clients through a detailed process designed to help them obtain their specific needs and goals. With a nuanced understanding of what his clients are trying to accomplish, he gathers the data needed to complete their current financial picture, conducts thorough analyses of possible investment strategies and collaborates with the team to design highly customized and truly comprehensive plans. Chad monitors client plans and recommends adjustments to keep pace with changing market conditions and life goals.
Chad earned a B.B.A. in Finance from Georgia State University.
Outside the office, he enjoys spending time with his wife, Allison, two sons and Labrador retriever.