Chad Horetski

Chad Horetski

Authorized Officer Senior Wealth Strategy Associate @ UBS

About Chad Horetski

Chad Horetski is an Authorized Officer and Senior Wealth Strategy Associate at UBS, where he has worked since 2020. He has extensive experience in wealth strategy, having previously held positions at UBS and Credit Suisse in Chicago.

Current Role at UBS

Chad Horetski currently holds the position of Authorized Officer - Senior Wealth Strategy Associate at UBS. He has been in this role since 2020, contributing to wealth management strategies and client relations in Chicago, IL. His expertise in wealth strategy allows him to provide tailored financial solutions to clients.

Previous Experience at UBS

Before his current role, Chad Horetski worked at UBS as a Senior Wealth Strategy Associate from 2018 to 2020. He began his career at UBS as a Wealth Strategy Associate from 2015 to 2018. During his time at UBS, he developed skills in wealth management and financial planning.

Experience at Credit Suisse

Chad Horetski gained valuable experience at Credit Suisse, where he worked as an Analyst in Private Banking from 2014 to 2015. He also served as an Associate in Private Banking for a brief period in 2015. His roles at Credit Suisse provided him with insights into private banking and client management.

Education and Expertise

Chad Horetski studied at Central Michigan University, where he earned a Bachelor of Science in Business Administration (BSBA) with a focus on Finance from 2010 to 2014. His educational background has equipped him with a solid foundation in financial principles and business strategies.

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