Chad Moss
Director of Portfolio Operations at Mainsail Asset Management
Based in Birmingham, United States
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Seniority
Director
Department
Operations
Location
Birmingham
Industry
Financial Services
Company size
5
Contact information
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c•••••••@investprudently.com
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Background
About Chad Moss
I am a Certified Public Accountant (CPA) working as a financial advisor at Mainsail Asset Management in Birmingham, Alabama. I work with a team of financial advisors (also with CPA backgrounds) whose main goal is to help people to live their ideal lives by getting their financial house in perfect order. Our comprehensive wealth management equation is the primary guide to promoting a long-term, goal-focused, and multi-generational investing philosophy. Education: I earned a B.A. in Economics from Davidson College while pitching on the baseball team. I obtained a Masters of Accountancy from Vanderbilt University’s Owen School of Graduate Management.
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