Legendary Capital, LLC, a leading sponsor and manager of alternative investment programs, is thrilled to announce the return of Chad Whatley to the company as Regional Sales Director. Chad previously held this position with Legendary Capital from 2018 to 2022.
As Regional Sales Director, Chad will play a pivotal role in expanding Legendary Capital’s reach and strengthening relationships within the financial advisor community. His wealth of experience and industry knowledge make him an invaluable asset to Legendary Capital.
Before rejoining Legendary Capital, Chad served as Senior Vice President – Capital Markets at Parsonex Capital Partners. With nearly two decades of experience in the financial services industry, Chad has a proven track record of assisting financial advisors in achieving their goals and building successful practices.
In his own words, Chad Whatley stated, “Legendary Capital continues to bring best in class alternative investment solutions to the financial services industry. I’m excited to rejoin this team and to do my part in educating financial advisors on how Legendary Capital can help their practices and their clients.”
Chad’s career journey reflects his commitment to the financial services industry and alternative investment industry. He began his career in 1999 and has held significant positions at various organizations, including Inland Securities, AEI Fund Management, Wells Real Estate Funds, Charles Schwab and Company, and Ameriprise Financial. Chad is a graduate of the J. Mack Robinson College of Business at Georgia State University, where he earned a Bachelor of Business Administration degree. He holds FINRA licenses 7 and 63.
Rick Vitale, Chief Distribution Officer at Legendary Capital, expressed his excitement about Chad’s return, saying, “We’re delighted to welcome Chad back to Legendary Capital. His expertise and deep industry knowledge are invaluable, and we look forward to working together again to continue our mission of providing financial advisors exceptional investment solutions.”
Chad’s return to Legendary Capital marks the fifth addition to the company’s Distribution Team within the last 45 days and further strengthens its commitment to excellence and innovation in the alternative investment space.
About Legendary Capital, LLC:
Legendary Capital, LLC is a sponsor and manager of alternative investment programs, including private, non-traded real estate investment trusts and qualified opportunity zone
offerings. The company is headquartered in Fargo, North Dakota. With decades of experience in hospitality, real estate, operations, finance and acquisitions, Legendary Capital collaborates with world-class strategic partners to provide comprehensive services for all assets under management, from financial analysis to on-site management and staffing. Learn more at legendarycap.com.
