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Young Man
Chad Moreau

Chad Moreau

CFO

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Chad is the CFO of South Wake Capital, bringing fifteen (15) years of public accounting, industry, and leadership experience to the firm. Prior to joining the SWC team, Chad was an outsourced CFO and business development leader for Wipfli LLP, a top-20 U.S. public accounting firm. He is a licensed CPA in Florida and drove the significant growth and evolution of numerous small-to-medium-sized entities within the Private Equity, Technology, and Construction industries throughout his career. Chad integrated with the SWC team in June of 2022, providing alternative financial perspectives and bolstering the firm’s expansion.

Stock Exchange

Assumes a 20.3% effective tax rate for stocks and a 40.8% effective tax rate for bonds and alternative asset classes.  The case study examples presented are not to be considered investment recommendations and are not indicative of any specific product or investment advisory service. The assumptions are based on Bernstein’s estimates of the range of returns for the applicable capital markets over the next 10 years. Data does not represent past performance and is not a promise of actual future results.

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South Wake Capital LLC, is independently owned and operated. Copyright 2022

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