Chad
Miller

Chad Miller, CFA^®, is a Partner at Signature Estate & Investment Advisors, LLC (SEIA) and a member of Mark Copeland’s team in the firm’s Newport Beach office. Since joining SEIA in 2015, Chad has helped clients connect investment decisions with their retirement goals, long-term wealth priorities, and evolving financial circumstances.

Chad’s work is particularly focused on investment research, portfolio construction, investment-manager due diligence, and customized portfolio strategies. He helps clients consider how asset allocation, manager selection, market conditions, risk tolerance, and liquidity needs can work together within a disciplined, long-term investment approach.

His CFA^® training and market-research background inform a thoughtful process for evaluating investment opportunities and monitoring portfolio strategy. Chad helps clients maintain perspective through changing market conditions, keeping the focus on the role each investment decision plays in supporting their broader financial plan.

In addition to investment management, Chad works with clients on retirement-planning considerations and insurance-related risk management. As a member of Mark Copeland’s team, he contributes to a coordinated approach that connects portfolio strategy with the wider financial decisions facing individuals and families.

Before joining SEIA, Chad began his career at Merrill Lynch. He earned a Bachelor of Science degree in Business Economics from the Wharton School of the University of Pennsylvania and has earned the right to use the Chartered Financial Analyst^® designation. He is also a licensed California insurance agent, California Insurance License #0K37543.

Chad is based in Newport Beach and supports clients through SEIA’s Orange County office.