Chad Cassaday, CMFC®, is the Director of Information Technology and has been with the firm since 2008. Chad began his tenure at Cassaday & Company, Inc. as a Research Associate, eventually transitioning into an IT Administrator role after taking charge of a number of the firm’s investment software applications.
As the Director of Information Technology, Chad is responsible for the organization, migration, and execution of the IT functions of the firm. This includes maintenance of all hardware and software in use by Cassaday employees, as well as the research of future technologies.
Additionally, Chad prepares the investment reports distributed to clients, plus other resources vital to advisors’ monitoring of clients’ financial information. He administers the online client Portal system, where clients can securely access a wealth of financial data, and store and retrieve important documents at will. Chad is also always willing to help clients with their own technology needs, utilizing a remote assistance system.
Chad is a Microsoft Certified Professional, recognized as a Microsoft Certified Technology Specialist on the Windows Client (Configuration), and a Microsoft Technology Associate on Security Fundamentals. He also holds his Chartered Mutual Fund Counselor (CMFC®) designation from the College of Financial Planning.
Chad is a graduate of Radford University, where he received his Bachelor of Business Administration in Management.
He is not registered with Royal Alliance Associates, Inc. or Cassaday & Company, Inc., and does not offer securities or investment advisory services.