The Advisor

 

Chad Brown is Co-Founder and Managing Director of the RG Investment Group. Chad has more than 20 years of experience in financial services with a focus on helping high net worth individuals navigate the complexities of financial markets and simplify their financial lives by delivering a full spectrum of investment, portfolio and wealth management strategies.

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Chad’s extensive experience is rooted in the institutional space where he has provided fixed income, capital markets and risk management services at some of America’s most professionally demanding and academically rigorous investment firms.  He has worked closely with high-profile clients to help them manage wealth, sell private businesses, access capital markets, and implement risk management strategies for large concentrated stock positions. 

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Prior to founding the RG Investment Group, Chad served as Vice President at Wells Fargo Advisors’ Private Client Group.  Additionally, Chad has an entrepreneurial background as a therapeutic drug patent holder, NIH grant author, and biotechnology company chief executive and board member.  He has served as a guest lecturer at the University of Southern California, Chapman University and the University of Wyoming.  Chad is a world-class surfer and an avid traveler, having served for two years on the Forbes Expert Traveler Panel, and he devotes considerable efforts to causes that engage young people with the ocean.

 

Chad received his BA in Spanish literature as well as his MBA from California Lutheran University, where he served as President of the Rugby Club, the Waverider Club and the Debate Team.  Chad lives with his wife and two daughters in Encinitas, California.