Chad Carlson

Have you ever felt lonely at the top? I know the feeling, and my journey has guided me to combine my career with my passion as a Vistage Chair. I work with CEOs, business owners, and ultimate decision makers to become the best versions of themselves. Having been a Vistage member for nearly 9 years, I’ve lived the transformative change of a peer advisory group. Now as a Chair, I carry the torch to make a positive impact on leaders to help them enjoy a full life, lead their companies forward better than ever, and push them to leave a lasting impact on all. My professional journey began in the wealth management space where I helped lead and grow a small RIA where we were ultimately acquired. Post-acquisition, I became the Regional Managing Partner for the Central US Region of Corient, helping CEOs of the legacy businesses we continued to partner with move forward with one mission. I have been a speaker on various topics, been quoted in publications such as The Wall Street Journal, Forbes, Investment News, Smart Money, and Dow Jones Newswires, and was a Business Ledger C-Suite of the Year winner. Outside of work, I’m married to my beautiful wife, Maggie, and have four lovely daughters whom I enjoy spending every possible moment with. Keeping up with the family takes me all across Chicagoland watching and coaching sports, and helping build sets for musicals my girls are in. We also love eating out and admittedly allocate a little too much of our personal budget to exploring the restaurants of the Fox Valley and beyond! Community and connection are important to me which leads me to being active in the St. Charles community, volunteering time with church and other local groups, always seeking a way to give back. I know CEOs are on a climb every day. They want to elevate their businesses, their leadership, their employees and their lives. Their best chance of reaching those peaks? An experienced guide who knows the lay of the land, a trusted team of peers who’ve got their back and world-class resources that keep them on course in any environment. In other words, Vistage. And specifically — your peer advisory group. If you are looking to become a better leader and grow your business in the process, let’s discuss whether Vistage might be the right fit for you. In addition to my coaching and Vistage Chair activities, I continue my work executive coaching with Corient, which is one of the largest integrated fee-only RIAs in the United States.