Chad Roope, CFA®
Lead Portfolio Manager
As Portfolio Manager for Fundamentum, LLC, Chad directs all day-to-day research, management and decision-making responsibilities for strategies offered by Fundamentum.
Prior to joining Fundamentum, Chad served as a Portfolio Manager with TOPS®/ValMark Advisers, which is one of the nation’s largest and longest running ETF management programs with over $5 billion assets under management. Chad also served as a Private Client Portfolio Consultant with Charles Schwab & Co where he managed highly complex, customized equity, fixed income and options portfolios.
He is graduate of Western Carolina University with a B.S.B.A. in Finance (Magna Cum Laude). He also spent a year at the University of Portsmouth, England studying the Euro in its infancy and researching the efficacy of the UK adopting the currency. Chad is a CFA Charterholder and member of the CFA Society Cleveland.
Paul Danes, CFA®, Committee Member
Paul Danes is the former co-Chief Investment Officer and senior portfolio manager of Diversified Equity Management’s Diversified Equity strategy. Paul was a member of the portfolio management team for the Victory Diversified Equity strategy, a large-company, domestic equity strategy/fund. This team managed over $10 billion in common, collective, and mutual funds as well as individual portfolios for corporations, endowments and foundations and nonprofit institutions.
He is a graduate of Arizona State University with a Bachelor’s degree in Finance, and received his MBA from The Ohio State University in 1987. He has 29 years of investment experience, including 27 with Victory Capital Management or its predecessors where he has been both an equity securities analyst, portfolio manager, and Chief Investment Officer.
Trevor Forbes Committee Member
CEO and Head of Investments with Renaissance Investment Group. Trevor graduated from Leicester University, UK with a BSc (Hons) and trained as an investment analyst.
Trevor has served as Chief Investment Officer at Standard Life Wealth, ABN Amro, Julius Baer, Credit Suisse Private Bank and Citibank Global Asset Management. He has investment experience across all global and domestic asset classes and has managed portfolios for Pension Funds, Government Agencies, Religious and secular Foundations as well as Private Wealth Management. Trevor is an affiliate member of the CFA Society of the United Kingdom.