Chad Kozoyed joined Quill Private Wealth in 2018. He initially monitored the in-house trading platform and conducted research for their discretionary portfolios. In 2024, Chad transitioned into a full-time financial advisor role, directly serving our clients.
As a member of a team of financial professionals at Quill Private Wealth, Chad exercises his understanding of complex planning, research and analytics to empower clients with confidence. Through our team’s comprehensive approach to strategy and solution development, he aids in transforming intricate financial needs into actionable plans for high-net-worth and ultra-high-net-worth families and business owners. Chad holds the Chartered Financial Analyst® designation and is a Certified Exit Planning Advisor®.
A native of Suffolk, Virginia, Chad earned his bachelor’s degree in business administration with a concentration in finance from Longwood University. During his undergraduate years, he was a Division I athlete and helped manage the Longwood Student Investment Fund. Today, Chad resides in Yorktown, Virginia, with his wife and their mostly well-behaved dog, Beckham. Outside of work, he enjoys traveling, golf, coaching youth sports and all varieties of outdoor activities.
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