About
Chad Brand is the Managing Director at CAPITAL WEALTH PLANNING, LLC, based in Newport Beach, California. He oversees strategic development, client relationships, and portfolio management for high-net-worth individuals and institutional clients. His leadership emphasizes customized solutions and a disciplined approach to wealth management.
Brand specializes in portfolio strategies focused on U.S. equities and income-generating assets, including dividend growth stocks and covered call strategies. He works closely with clients to construct portfolios tailored to specific income, risk, and growth objectives within the broader context of private wealth planning.
Prior to joining CAPITAL WEALTH PLANNING, Brand accumulated extensive experience in investment management, research, and corporate finance, including roles with industry-leading firms. He holds a bachelor's degree in finance from Washington University in St. Louis and maintains advanced securities industry credentials. Over his career, Brand's thought leadership has been featured in respected financial publications, reflecting his expertise and influence in equity and options markets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Capital Wealth Planning, LLC | West Managing Director | Sep 2024 to Present | — |
| Allspring Global Investments | Market Leader Los Angeles | Nov 2021 to Mar 2024 | Reestablished territory during the corporate transition from Wells Fargo Asset Management to Allspring. Results driven plan of Execution, Consistency and Visibility and achieved; • 2023 Sales over 600... |
| The Pacific Financial Group, Inc. | Managing Director Strategic Partnerships and Private Wealth | Sep 2019 to Sep 2021 | I managed strategic relationships (i.e. Capital Group, Fidelity and JPMorgan, etc). Worked closely with respective National Account counterparts for leveraged wholesaling, co-branded marketing, and mu... |
| Ivy Investments | Senior Vice President Western Divisional Sales Manager | Jul 2004 to Sep 2019 | Directed 16 wholesalers in establishing/retaining relationships with Financial Advisors and Private Wealth Managers, identifying and marketing proprietary products and value-add solutions. Facilitated... |
| Federated Investors | Vice President Marketing | Mar 2000 to Jul 2004 | — |
| The Hartford | Vice President Marketing | Mar 1999 to Mar 2000 | — |
| Merrill Lynch | Financial Consultant | May 1995 to Mar 1999 | — |
Education
University of Southern California
Business, Finance
Cornell University
Executive Leadership Program
Others at Capital Wealth Planning, LLC (4)
| Name | Role | Location |
|---|---|---|
J Jay Fortuna | Managing Director-National Accounts, Senior Vice President | New York, NY , United States |
J Jodi Phillips | Assistant Vice President | Naples, FL , United States |
 | Lead Portfolio Manager | Naples, FL , United States |
R Ryland Mathews | Trading Systems Analyst | Tampa, FL , United States |