Broker Check
Chad Aerni

Chad Aerni

Senior Associate

Main: 216.642.7878

Chad Aerni is part of our Qualified Retirement Plans Team. Chad manages individual and corporate client relationships. He helps lead the firm's employee education and advice program. Chad helps employees understand and utilize their retirement plan by developing custom retirement savings strategies. Chad consults on plan design, compliance, and regulatory issues. He ensures investment and education policies are in place and in order in corporate plans.