Chad started at Intrepid Financial in April 2010. He is the current manager and Chief Compliance Officer at Intrepid Financial. As a licensed Investment Advisor Representative (IAR) he works directly on the investment counsel. As Chief Compliance Officer, he monitors firm compliance and registrations, and assists with firm marketing practices. His other daily responsibilities include investment research/analysis, client portfolio management/analysis, and all client-related services. Chad is also available to speak with prospective clients regarding Intrepid's investment advisory services.
Prior to joining the crew at Intrepid, Chad spent 11 years with the General Electric Company. He held various roles while working in the commercial finance division of GE, most notably as Regional Operations Manager from 2005-07 and General Manager from 2007-10.
Chad graduated from Purdue University in West Lafayette, IN where he received his Associate of Applied Science and Bachelor of Science Degrees in Aviation Administration/Management. He later received his Master of Business Administration Degree from Franklin University while living in Columbus, Ohio. Currently, he holds his series 65 registration through Intrepid, and is an Indiana Notary Public for Hamilton County.
Chad is married to Kristin Locke Bailey. They have two sons, Camden (15) and Bennett (11). Kristin works for Community Health Network as a registered nurse, and is a school nurse for Hamilton Southeastern High School. They stay very busy throughout the year with Camden's swimming and Bennett's various sports as well as cheering on the Colts at Lucas Oil Stadium.