Chadwick Roberson is the President of Pivotal Advisors. He works closely with the firm’s CEO and CIO, to set the firm’s investment strategy and is also responsible for overseeing trading operations for Pivotal. Chadwick also leads the day-to-day operations of the firm and serves on investment committee.
Chadwick began his professional career at J.P. Morgan where he worked with wealthy families in the Private Bank, before moving to the Sales & Trading division where he helped institutional middle market clients with their foreign currency and interest-rate exposure. Chadwick later went on to The New York Life Insurance Company and subsequently to Momentum Advisors where he focused on financial planning and investment management for wealthy families and institutions before joining Pivotal Advisors.
A native of Dallas, TX, Chadwick received his bachelor’s degree in Finance & Economics from Southern University and A&M College in Baton Rouge, Louisiana.
A devoted husband and proud father of two young sons, Chadwick is committed to making time to serve his community through his membership in the Wall Street Chapter of Alpha Phi Alpha Fraternity, Inc and with the National Urban League where he serves as Treasurer for the New York Urban League’s Board of Directors.
Chadwick is an Accredited Portfolio Management Advisor with over a decade of financial services and investment experience.