Chad Brown

Chad Brown Email and Phone Number

Private Wealth Manager @ Millennium Private Wealth
Chad Brown's Location
San Diego, California, United States, United States
Chad Brown's Contact Details

Chad Brown personal email

n/a
About Chad Brown

Our goal is to help you protect and enhance your wealth so that you can support the people, causes and institutions that add meaning to your life. To do it right requires exhaustive planning, detailed strategy and quality of execution. Our team is experienced in working with corporate stock options, portfolio management, liquidity event planning and retirement income planning and design. We develop and implement customized investment management solutions for business owners, executives of both public and private companies, and high net-worth individuals. Objective advice, attention to detail, and unwavering concern for the well-being of our clients are the hallmarks of our client service model.

Chad Brown's Current Company Details
Millennium Private Wealth

Millennium Private Wealth

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Private Wealth Manager
Chad Brown Work Experience Details
  • Millennium Private Wealth
    Senior Financial Advisor, Pim Portfolio Manager
    Millennium Private Wealth Dec 2024 - Present
    San Diego, California, United States
    We develop and implement customized investment management solutions for business owners, executives of both public and private companies, and high net-worth individuals. Integrity, objective advice, attention to detail, and unwavering concern for the well-being of our clients are the hallmarks of our client service model.Life Insurance, CA 0B78594.
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  • Rg Bar Investment Group
    Managing Director
    Rg Bar Investment Group Apr 2018 - Dec 2024
    San Diego, Ca
    Southern California's premier boutique wealth management firm
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  • Wells Fargo Advisors
    Vice President - Investments
    Wells Fargo Advisors Aug 2014 - Apr 2018
    Greater San Diego Area
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  • Bebaas, Inc.
    Executive Chairman
    Bebaas, Inc. Jun 2004 - Dec 2014
    Carlsbad, Ca
  • Cobalis, Inc.
    Coo
    Cobalis, Inc. 2003 - 2004
  • Ubs
    Senior Vice President, Investments
    Ubs 1998 - 2003
    Newport Beach, Ca
    View

Chad Brown Skills

Biotechnology Commercialization Pharmaceutical Industry Technology Transfer Investments Lifesciences Start Ups Clinical Development Entrepreneurship Regulatory Affairs Venture Capital Life Sciences Drug Development Cro Biopharmaceuticals Investment Planning Finance Management Strategy

Chad Brown Education Details

Frequently Asked Questions about Chad Brown

What company does Chad Brown work for?

Chad Brown works for Millennium Private Wealth

What is Chad Brown's role at the current company?

Chad Brown's current role is Private Wealth Manager.

What is Chad Brown's email address?

Chad Brown's email address is ch****@****rgo.com

What schools did Chad Brown attend?

Chad Brown attended California Lutheran University.

What are some of Chad Brown's interests?

Chad Brown has interest in Children.

What skills is Chad Brown known for?

Chad Brown has skills like Biotechnology, Commercialization, Pharmaceutical Industry, Technology Transfer, Investments, Lifesciences, Start Ups, Clinical Development, Entrepreneurship, Regulatory Affairs, Venture Capital, Life Sciences.

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