Chad W. Balcom
About Chad W. Balcom
Chad W. Balcom serves as the Regional Director for Los Angeles and Hawaii at Russell Investments, a position he has held since 2018. He has extensive experience in the financial services industry, having worked in various roles at Russell Investments and other financial institutions over a career spanning more than two decades.
Current Role at Russell Investments
Chad W. Balcom serves as the Regional Director for Los Angeles and Hawaii at Russell Investments. He has held this position since 2018, overseeing operations and client relationships in these regions. His role involves managing a team and developing strategies to enhance client engagement and service delivery.
Previous Experience at Russell Investments
Chad Balcom has extensive experience at Russell Investments, where he worked in various roles from 2004 to 2018. His positions included Internal Wholesaler, Regional Director for Oregon and Idaho, Defined Contribution/Retirement Specialist, Key Account Consultant, Client Executive, and Separate Accounts Specialist. This diverse background has equipped him with a comprehensive understanding of investment solutions and client needs.
Background in Financial Services
Before joining Russell Investments, Chad Balcom managed the Investment Department at The Commerce Bank of Washington from 1997 to 2004. He also worked as a Financial Advisor at Financial Network Investment Corporation in 2003. His early career included a position as a Teller at West Coast Bank from 1992 to 1995, providing him with foundational experience in the banking sector.
Education and Academic Credentials
Chad Balcom studied at Pacific Lutheran University from 1995 to 1997, where he focused on Finance and New Venture Management. He earned a degree in Business, which has supported his career in financial services and investment management.
Relationship Management Expertise
Chad Balcom has developed significant expertise in forming relationships with Broker/Dealer organizations throughout the central United States. His role as a National Accounts Executive has allowed him to build a network that enhances business opportunities and client service.