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Vernon P
CFA®, Series 63
Richmond, VA
Chimborazo Investment Research
Vernon Plack is a CFA® charterholder with 34 years of industry experience. He is the sole advisor at Chimborazo Investment Research, where he has worked since 2023. Prior to that, he spent 27 years at Truist Financial Corporation and one year at Norton Capital Management. Chimborazo Investment Research provides portfolio management primarily to individuals and high-net-worth clients, using a fiduciary process that includes written Investment Policy Statements. The firm combines fundamental and technical analysis with a long-term trading approach, emphasizing equities and diversified fixed income and ETF holdings, and operates under discretionary authority with a requirement that clients use Interactive Brokers for custody and trade execution.
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