Chad I. Johnson, MBA, is an experienced professional with a strong background in finance and investment management. Chad I. currently serves as the Vice President and Senior Investment Portfolio Manager at Argent Financial Group, Inc., where they manage a team and oversees essential functions for the Georgia/Florida markets. Chad also holds the role of Chairman of the Trust & Investment Committee (TIC) for Georgia and Florida. Prior to this, they worked at Arden Trust Company as a Vice President and Senior Investment Portfolio Manager. In this role, Chad was responsible for managing the largest and most complex trust account portfolios, ensuring compliance with investment policies, and handling operational issues.
Before joining Argent Financial Group and Arden Trust Company, Chad held various positions at organizations such as SunTrust Bank, Wells Fargo Advisors, Bank of America, Wachovia Securities, and Wachovia Corp. Throughout their career, they have demonstrated expertise in investment consulting, operational advice, research and analysis, portfolio management, risk management, and process improvement. Chad has a strong track record of success and a deep understanding of the financial industry.
Chad I. Johnson, MBA, holds a Master of Business Administration degree in Managerial Science from Georgia State University - J. Mack Robinson College of Business. Chad I. also earned a Bachelor of Science degree in Management from Pfeiffer University. In addition, Chad has pursued further education in the field of finance, including completing the General Securities Representative course at the National Association of Securities Dealers and becoming a Chartered Financial Analyst level I candidate through the CFA Institute. Chad I. has also studied retirement planning and is a Chartered Retirement Planning Counselor from the College for Financial Planning.
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