Chad Hamilton CFP®, CAP®

Senior Vice President, Practice Management Group

Designations and Licenses

He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Advisor in Philanthropy®.

Experience and Education

Chad has more than 22 years of experience in the wealth management industry. He has worked on both sides of the industry as a wealth advisor himself and as a trainer and consultant to hundreds of advisors. He is the author of two books, Deep Wealth and Redefining Financial Freedom.

Chad also has extensive media experience and is a frequent contributor to leading financial publications including CNBC, Barron’s, Investors’ Business Daily, Money Magazine, Time Magazine, Financial Advisor IQ, and Financial Planning Magazine.

Previously, Chad was the national director of Wealth Planning at Key Private Bank, where he led a team of more than 50 financial planners and wealth specialists. In early 2015, Chad joined Mariner as a vice president of practice management and helped build many of the resources currently available in the Advisor Toolkit. He left Mariner three years ago to work as an independent consultant to advisors and has rejoined to initiate a new training program for current and newly hired wealth advisors.

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