Chad Stapleton, CIMA®, CRPS™

Institutional Sales and Relationship Manager

Contact

950 17th Street
Denver, CO 80202

chad.stapleton@pfmam.com
720.275.4108 office

Education
B.A. in Business Administration in Management
Northwood University

MBA
University of Colorado Denver

Professional Designations or Licenses
Certified Investment Management Analyst® (CIMA®)

Chartered Retirement Plans Specialist™ (CRPS™)

FINRA Series 7 and 63 Licenses

Started in the Field: 2007

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Chad joined the firm in 2024 as an institutional sales and relationship manager and member of the Outsourced Chief Investment Officer (OCIO) Team. The OCIO Team provides tailored multi-asset investment portfolios designed to meet unique client objectives and focused on delivering consistent, long-term results.

Chad has over 15 years of experience partnering closely with clients in the investment and asset management industry, with a focus on relationship management, client service, and business development.

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