Chad Miller, CFA

Partner at Signature Estate & Investment Advisors, LLC

Newport Beach, California, United States · 1 connection

Signature Estate & Investment Advisors, LLC

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About

Experienced finance professional with a demonstrated history of working in the asset management industry. Skilled in retirement planning, market research, and portfolio management. Bachelor of Science (B.S.) focused in Business Economics from The Wharton School, University of Pennsylvania. Chartered Financial Analyst (CFA) Charterholder. Member of the CFA Orange County Society.

Experience

Financial AdvisorSignature Estate & Investment Advisors, LLC
Sep 2022

Education

The Wharton School, University of Pennsylvania
Bachelor of Science (B.S.), Business Economics
2008 to 2012