Chad Arthur Hartup
About Chad Arthur Hartup
Chad Arthur Hartup is a Senior Wealth Strategy Associate at UBS, where he has worked since 1999. He co-founded the Cleveland Wealth Management Team and manages over $850 million in assets for 750 clients, utilizing a goals-based planning approach.
Work at UBS
Chad Arthur Hartup has been employed at UBS since 1999, serving as a Senior Wealth Strategy Associate for 25 years. In this role, he manages a diverse portfolio of clients, currently serving 750 individuals with over $850 million in assets under management. Hartup is part of a team that has successfully pursued and obtained the Private Wealth Advisor (PWA) designation, enhancing the firm's capabilities in wealth management.
Education and Expertise
Chad Hartup earned a Bachelor of Arts in English from Baldwin Wallace University, where he studied from 1994 to 1998. His academic background in English and Education provides a strong foundation for his communication and analytical skills. He holds several professional designations, including CFP® (Certified Financial Planner), CLU® (Chartered Life Underwriter), and CRPC® (Chartered Retirement Planning Counselor), which reflect his expertise in financial planning and wealth management.
Background
In 2002, Chad Hartup co-founded the Cleveland Wealth Management Team, which focuses on delivering comprehensive financial strategies to clients. His approach emphasizes goals-based planning, allowing him to align clients' financial strategies with their personal values and objectives. Hartup is also a member of the Financial Planners Association of Northeast Ohio, contributing to his professional development and networking within the financial planning community.
Community Involvement
Chad Hartup is actively involved in community service through his work with Minds Matter of Cleveland. He has served as President and on the Board of Directors, demonstrating his commitment to supporting educational initiatives and mentoring young individuals. His involvement in this organization reflects his dedication to giving back to the community and fostering the development of future leaders.