Chad Witecy serves as Director of Strategic Finance at WealthPlan Group and is responsible for the financial health of the Firm, with duties including financial planning & analysis, consolidated reporting, and capital markets management.
Chad has a tenured history with WPG, previously serving as the Company’s first intern pre-university and as Senior Research Analyst on the Investment Team prior to pivoting to a managerial corporate role. Before re-joining WPG in 2023, Chad was a private equity associate with Omaha-based First Capital Partners where he performed due diligence on prospective debt and equity investment opportunities across a variety of industries. He also previously held an investment banking role as Analyst with Nomura Securities in New York City on its Financial Sponsors coverage team where he worked on leveraged buyout transactions.
Chad graduated magna cum laude from Boston College with a BS in management and concentrations in finance and accounting, as well as a minor in philosophy.