Chad Kozoyed began his career as a financial advisor in 2018 just after his graduation from Longwood University. Originally from Suffolk, Virginia, Chad holds a bachelor’s degree in Business Administration with a concentration in Finance. During his time as an undergraduate, he was a Division 1 athlete, the president of his business fraternity, and helped manage the Longwood Student Investment Fund.
Now part of an eight-person team of financial professionals, Chad executes trading for clients’ accounts and helps manage approximately half a billion dollars in assets. He researches individual stocks and macroeconomic information to assist in the team’s management of client portfolios. Mentored by the senior partners on the team, Chad works hard to efficiently preserve and grow clients’ assets. Chad holds the Chartered Financial Analyst® designation.
In his free time, Chad enjoys traveling, playing golf, and all variety of outdoor activities.