Segall Bryant & Hamill
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About this Advisor
Chad Mcdonnell is a certified financial planner operating in Denver, Colorado, who has been in the industry for 10 years. Mcdonnell is an advisor for Segall Bryant & Hamill. During their career, the advisor has held roles at Janiczek & Company, LTD, Denver Investment Advisors, LLC, Segall Bryant & Hamill and Alps Distributors, Inc. Mcdonnell has Series 63 and Series 66 licenses, which qualify them as a securities agent, and can serve investors in Colorado and Illinois. Segall Bryant & Hamill is a financial advisory firm operating in Denver, Colorado. It has offices in four locations and a total of 143 people on staff. It manages $19 billion in assets across its 4,211 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 105 charitable organizations. Of its 4,211 customer accounts, 34% are held by high-net-worth individuals who have greater than $1 million in investable assets. Segall Bryant & Hamill performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely are based on which service is provided. However, fee types billed by Segall Bryant & Hamill likely include asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years of Experience
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Segall Bryant & Hamill Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Chad Mcdonnell Work History
Chad has 10 years of experience.
Segall Bryant & Hamill
Alps Distributors, Inc
Denver Investment Advisors, LLC
Janiczek & Company, LTD
Chad Mcdonnell has no disclosures.
Please visit their SEC profile for more details.