At a glance

Chad manages Dopkins’ retirement plan services group, which focuses on investment management, consulting and fiduciary governance services to corporations and not-for-profit entities. In addition, Chad also provides financial services to high net worth individuals and business owners. Chad has over 20 years of investment advisory and employee benefit experience. Throughout his career, he has assisted in the management of hundreds of retirement plans for entities ranging from sole proprietorships to Fortune 500 companies.

Prior to joining Dopkins Wealth Management, LLC, Chad held a variety of client service and relationship management positions for a major regional bank, notably as a senior Retirement Services Relationship Manager, where he was responsible for managing corporate and institutional retirement programs for the Bank’s Western New York region. He has received formal training in investment fiduciary responsibility.

Designations

• Accredited Investment Fiduciary (AIF®) designation from the Foundation of Fiduciary Studies, which is associated with the University of Pittsburgh

Education

• M.B.A. Canisius College
• B.S. in Finance Rochester Institute of Technology

Speaking Engagements

• Speaker, Tax Cuts and Jobs Act: The Business Perspective (June 2018)

Blog Posts

• Unexpected Retirement Plan Problems Due to COVID-19
• Retirement Plan Contributions and the PPP – Some Clarification
• The Future of ESG Investments in Retirement Plans
• Unexpected Retirement Plan Problems due to COVID-19
• A Disciplined Approach to Investing During the Economic Downtown
• Retirement Plan Contributions and the PPP – Some Clarification
• CARES Act Includes Relief for Retirement Account Owners
• CARES Act allows retirement accounts to provide cash relief
• A Long-Term Perspective in Wealth Management
• 2019 Changes to the Hardship Withdrawal Rules