Chad Stevens, CPA

< Meet Our Team

Family Office Manager

Chad Stevens, CPA

Chad Stevens, CPA, brings over 15 years of experience in finance, treasury, and family office services. He spent more than a decade supporting ultra-high-net-worth families, with a focus on personal financial management across a variety of sectors including sports, vineyards, real estate, and ranching. Chad also spent ten years in accounting and treasury at the world’s largest sports conglomerate, where he honed his expertise in cash management and strategic financial operations.

Chad holds a bachelor's degree in Business Administration from Drury University and brings a well-rounded, thoughtful approach to his work at Socha Capital. His deep understanding of both institutional and personal finance makes him a valuable partner to the families and clients he serves.

Originally from Southwest Missouri, Chad spent the past 15 years in Denver, Colorado before returning home to be closer to family. Outside of work, he enjoys golfing, traveling, and spending time with loved ones—and his loyal dog, Ca$h.