A chartered retirement planning counselor and experienced investment advisor, Charles (Chad) Pouliot recently joined Procyon Institutional Partners. As Senior Vice President at Procyon, he provides wealth management services to distinguished clientele including athletes, celebrities, entertainers, entrepreneurs, and other high-net-worth individuals, as well as corporations and non-profit organizations. Chad Pouliot focuses on key principles such as fiduciary responsibility and the client experience. Prior to joining Procyon,

Chad Pouliot spent many years with Merrill Lynch as a Senior Financial Advisor and Senior Vice President of Global Wealth & Investment Management. In addition to serving clients, leadership asked Charles to help train and develop various financial advisors in methods of seeking out new market opportunities and delivering the optimal customer service experience.

A graduate of Ohio Wesleyan University, Chad Pouliot earned his bachelor's degree in Economics Management. He founded the school’s Entrepreneurship Club and served as its Founder & President. He also competed in NCAC Division championships as a player on the men's lacrosse team. He continues to enjoy playing lacrosse in his leisure time along with golfing and spending time with friends and family.