Chad Oviatt
Director of Investment Management
“I’m so fortunate to have a career that’s focused on helping other people in such meaningful ways. From business owners who’ve worked their entire life, to individuals who hope to establish a legacy for generations, I value guiding clients to where they want to be."
About Chad
Chad is Director of Investment Management with more than 20 years’ experience and is responsible for more than $6 billion in mutual fund and exchange traded fund assets within Huntington Private Bank. He has an extensive background in quantitative and qualitative research methods used in portfolio construction and risk management. As a proud but humble Midwesterner, he combines leading-edge data analysis tools with what he calls ‘the art of the interview’ when working with others. He believes whole-heartedly that wealth management is a ‘relationship business,’ where trust is the foundation to helping people.
Valuable Insights
- Investment strategy and research
- Mutual funds
- Exchanged traded fund assets
- Open architecture
- Socially responsible investing
Accreditations
- BA from University of Mount Union
- Recognized by Citywire USA as ‘20 most influential gatekeepers’
More from Chad Oviatt
Videos
From portfolio allocation to the risk of owning too much cash, Director of Investment Management Chad Oviatt appeared on Bloomberg TV Tuesday to discuss how we’re advising clients.
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Huntington Financial Advisors® is a federally registered service mark and a trade name under which The Huntington Investment Company does business as a registered broker-dealer, member FINRA and SIPC, a registered investment advisor with the U.S. Securities and Exchange Commission (SEC), and a licensed insurance agency.
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