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Chad Bolick

Mission-driven philanthropic and investment manager harmonizing endowments, partnerships, and board governance for equitable impact.

Chad Bolick is an Executive Director and Institutional Consulting Director at Graystone Consulting, a division of Morgan Stanley.2 He is based in the San Francisco Bay Area and specializes in providing customized investment management and philanthropic advisory services to foundations, endowments, and ultra-high net worth individuals.12

With over 20 years of experience, Chad's background includes:

  1. Education:

    • B.A. in International Relations from the University of North Carolina at Chapel Hill
    • M.A. from the Fletcher School of Law and Diplomacy at Tufts University1
  2. Career highlights:

    • Current role at Graystone Consulting, Morgan Stanley (since joining nearly a decade ago)
    • Former director of global partnerships at FSG
    • Former director of partnerships at BSR (Business for Social Responsibility)
    • Launched HERproject, an award-winning program focused on women's health
    • Started his career in Asia, including roles with the American Chamber of Commerce in Vietnam and The Asia Foundation12
  3. Expertise:

    • Philanthropic advisory
    • Foundation strategy
    • Nonprofit effectiveness
    • Corporate philanthropy
    • Management consulting12

Chad is known for his commentary on modern philanthropy and has presented at various forums, including Aspen Ideas: Climate, Skoll World Forum, and the Stanford Center on Philanthropy and Civil Society.1 He is also a member of the Impact-Driven Philanthropy Collaborative and P150 networks.12

Highlights

Chad Bolick | Graystone San Francisco
Chad Bolick | Graystone San Francisco
Chad Bolick | Walnut Creek, CA | Morgan Stanley Wealth Management
Chad Bolick | Walnut Creek, CA | Morgan Stanley Wealth Management
Managing Significant Wealth | Chad Bolick | Walnut Creek, CA
THE IMPLICATIONS OF CLIMATE CHANGE - Clinton Foundation
Who We Are | Graystone San Francisco
Who We Are | Graystone San Francisco
Mar 21 · x.com
kirstie (@kmc) / X

Related Questions

What are some notable projects Chad Bolick has led at Graystone Consulting?
How has Chad Bolick's experience in Asia influenced his career in philanthropy?
What is the HERproject that Chad Bolick launched at BSR?
How does Chad Bolick's role at Morgan Stanley differ from his role at Graystone Consulting?
What are some key achievements of Chad Bolick in the field of corporate philanthropy?
Chad Bolick
Chad Bolick, photo 1
Chad Bolick, photo 2
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Location

San Francisco Bay Area