Chip Stapleton is a Series 7 and Series 66 license holder, CFA Level 1 exam holder, and currently holds a Life, Accident, and Health License in Indiana. He has 8 years of experience in finance, from financial planning and wealth management to corporate finance and FP&A. He has experience with case design, product knowledge, investment analysis, investment recommendation, portfolio construction, asset management, financial statement analysis, business planning, and business exit strategies.

As a Financial Advisor, he built a practice helping individuals and businesses achieve their financial goals. Toward the end, he started focusing on helping business owners receive full value for their work upon exiting their business. He has also had the opportunity to train, develop, and support new advisors to build their own practices and help their clients achieve their goals. This included helping with case design, product knowledge, investment analysis, investment recommendation, portfolio construction, asset management, financial statement analysis, business planning, and business exit strategies.

Education

Chip received his Bachelor's in Saxophone and Physics from the Indiana University Jacobs School of Music in 2008. During his time there, he honed his mathematical and analytical skills. He received his Master's in Music Technology from Indiana University Purdue University—Indianapolis in 2010, where he was a Graduate Assistant.