Charles “Chad” NeSmith, CFA, CFP® is a Portfolio Analyst at Tobias Financial Advisors. He is a CERTIFIED FINANCIAL PLANNER™ Professional and holds a Chartered Financial Analyst® designation. These designations uniquely qualify Chad to provide our clients with expertise in both planning and investments.
Among his duties with our firm, Chad analyzes performance, style, and risk measures for investment portfolios. Working with the Investment Committee, he researches and recommends investment managers and options for client portfolios and supports the advisory team on investment-related client requests and deliverables. With qualifications in both planning and investments, Chad furthers our mission to provide comprehensive wealth management to the clients we serve. Chad utilizes a hands-on approach in leading projects that will streamline portfolio rebalancing, investment management, and analysis.
Chad has always been a student of the markets from a young age. Prior to joining Tobias Financial Advisors, he was a client service associate at Berman Capital Advisors, LLC in Atlanta, Georgia. There he spent time servicing ultra-high net worth individuals.
Chad and his fiancé, Ashley, recently relocated to Fort Lauderdale with their two cats, Loki and JAS. In his spare time, Chad participates in triathlons and has completed three Ironman 70.3 distance races.