Chas Moede
Trading Associate
Chas is a member of the Central Operations and Trading Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include executing trades for retail and institutional accounts, portfolio maintenance, database management, onboarding of new client relationships, and client service. Prior to joining Beacon Pointe, Chas spent four years at a wealth management firm in Wisconsin. In his free time, he enjoys camping and playing tennis.