Chad D. Carlson, CFP®, CFA is the Director of Research and a Wealth Manager with Balasa Dinverno Foltz LLC (BDF), a wealth management firm located outside of Chicago. BDF’s mission is to help people make sound decisions to enjoy a full life, which is supported through comprehensive financial planning and investment management. Within BDF, Chad helps lead the Investment Committee in order to oversee policy as well as strategic and tactical decisions with regards to the firm’s entire client portfolio base. He also works with individual clients to develop, implement, and monitor tailored financial solutions. Chad has frequently been quoted in publications such as The Wall Street Journal, Forbes, Investment News, Smart Money, ETF Perspectives, LA Times, and Dow Jones Newswires. He also presents and writes on various investment topics as well as being a frequent conference participant to further enhance BDF’s investment research.