Chad Sturgill, CFA®, AIF®

Senior Portfolio Manager

Chad Sturgill is a Senior Portfolio Manager for Unified Trust Company. He joined Unified Trust in 2015 with over 17 years of experience in the financial services industry and over 11 years in wealth management and investment management. Mr. Sturgill received his BA in Political Science from Duke University. He was awarded the Chartered Financial Analyst charter in 2009. He is responsible for developing and executing investment strategies for individual and institutional clients and in turn making and implementing recommendations to the Trust Investment Committee. Mr. Sturgill leads the Dividend Growth Portfolio team of analysts and dictates investment strategy messaging. He is a member of the Bluegrass Estate Planning Council, the CFA Society of Louisville and previously served on the Calvary Baptist Church finance committee. Mr. Sturgill is married and has one child. He enjoys spending time with his family, mission work, travel and remodeling projects.


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