Chad A. Wall is a senior director and vice president for BNY Mellon Wealth Management in Seattle, Washington. In this role, Chad works with financial professionals, advisors and planners to identify how BNY Mellon Wealth Management’s investment and wealth management capabilities can help them reach their clients overall financial goals.
Chad joined the firm in 2010 and has more than 25 years of experience in the financial services industry. Prior to his current role, Chad owned and operated his own Registered Investment Advisory firm giving holistic and comprehensive planning to families, small businesses and entrepreneurs.
He received a bachelor degree from the University of Montana with an emphasis in finance and economics. Chad also holds the CEPA (Certified Exit Planning Advisor) designation from the Exit Planning Institute. Recently, he served as an executive board member for the Bellevue College Foundation and Chaired the Finance Committee, as well as the Seattle Pacific University Parent Council Board. Chad is also a member of the Association of Corporate Growth (ACG) Seattle Chapter as well as the Exit Planning Institute.