The team

Chad joined Outset Global in New York in March of 2023. A 15-year veteran of the equities, options and futures markets, Chad garners respect for his understanding of operational workflows and proficiency in agile environments. He’s a seasoned player in principal/agency broker-dealers, known for his open mind and efficiency-driven initiatives.

Chad is a big proponent of elevating and evolving legacy methods/procedure via the implementation of bespoke software solutions with the dual mandate of economizing operations and enhancing scalability.

Chad holds a BSME degree from Cal Poly, SLO and has held series 24, 7, 65, 63, 55 and 3 licenses.