Chad Kolinsky is a Managing Director and Investment Advisor Representative with World Investment Advisors, LLC, and a Registered Representative with World Investments, Inc. A CFA® charterholder since 2021, Chad holds this investment designation recognized globally for portfolio management and investment analysis.

Chad began his career in finance as an investment banker at Barclays Bank, PLC, before transitioning into wealth management in 2017. Today, he advises high-net-worth individuals and business owners, providing comprehensive financial planning and investment solutions tailored to their specific needs. Chad also focuses on providing financial services to real estate owners by facilitating 1031 exchange replacement property investments.

Chad is a licensed Life and Health Insurance Producer and specializes in multi-generational planning, helping families preserve and transfer their wealth. His approach combines rigorous analysis with a personalized, relationship-driven style that resonates with entrepreneurial clients and affluent households alike.

Chad earned his B.A. in Economics from the University of Miami in 2012. He lives in Bergen County, NJ, with his wife and child.