Chad Stapleton, CIMA®, CRPS™

Institutional Sales and Relationship Manager

 

Contact

950 17th Street
Denver, CO 80202

chad.stapleton@pfmam.com
720.275.4108 office

Education
B.A. in Business Administration in Management
Northwood University

MBA
University of Colorado Denver

Professional Designations or Licenses
Certified Investment Management Analyst® (CIMA®)

Chartered Retirement Plans Specialist™ (CRPS™)

FINRA Series 7 and 63 Licenses

Started in the Field: 2007

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Chad Stapleton, CIMA, CRPS is an Institutional Sales and Relationship Manager based in Denver, Colorado. He joined the firm in 2024 as part of the Outsourced Chief Investment Officer (OCIO) team, supporting public sector and institutional clients with multi-asset investment portfolios tailored to long-term objectives. With over 15 years of experience in investment and asset management, Chad focuses on relationship management, client service, and business development.

He earned a B.A. in Business Administration in Management from Northwood University and a Master of Business Administration from the University of Colorado Denver. Chad holds the Certified Investment Management Analyst® (CIMA) and Chartered Retirement Plans Specialist™ (CRPS) designations.
 

Contact

950 17th Street
Denver, CO 80202

chad.stapleton@pfmam.com
720.275.4108 office

Education
B.A. in Business Administration in Management
Northwood University

MBA
University of Colorado Denver

Professional Designations or Licenses
Certified Investment Management Analyst® (CIMA®)

Chartered Retirement Plans Specialist™ (CRPS™)

FINRA Series 7 and 63 Licenses

Started in the Field: 2007

Print/Save as PDF

Download Vcard