Chad M. Halbur is President and a shareholder of Cornerstone Private Asset Trust Company, LLC. He is responsible for establishing procedures and the development of day to day operations. Chad is our Senior Investment Manager and oversees all accounts and works with clients on strategies to help meet their financial goals and is involved in the implementation and daily management of those strategies.
He is a CFA® charterholder, Certified Trust and Financial Advisor. He is also a member of the Twin Cities Society of Security Analysts, Minnesota Financial Planning Association and is a member of the firm’s Investment Committee.
He was born and raised in the Twin Cities and completed his undergraduate work at St. Cloud State University. After obtaining a B.S. in finance and a minor in economics, he worked for a large insurance company for several years before joining Boeckermann, Grafstrom & Mayer Wealth Management, LLC in 1999. As Assistant Investment Advisor, Chad handled investment research, due diligence, portfolio design and implementation of all investment strategies.
Chad is married with two children. Chad enjoys hunting, fishing and vacationing at his family’s cabin.