Chad O'Neil

Chad O’Neil

Client Service Associate


8 Years


Chad is a member of our private wealth services team acting as a primary resource for clients, addressing all questions and concerns.  His goal is to help clients meet their long-term objectives and ensure that all aspects of account management run smoothly.

Prior Work Experience

Before joining GW&K in 2021, Chad worked as a client associate with Merrill Lynch Private Wealth Management providing operational support for high net worth clients.  Previously, he was a client service analyst at U.S. Trust.  Chad began his investment career as a global operations processing analyst with State Street Bank Corporation.


Chad received a BA in Finance from the University of Massachusetts, Amherst. He has successfully completed Level II of the CFA® program and holds the Series 6 and 7 Licenses with FINRA.

What I Love Most About My Position...
I most enjoy the connections and relationships I’m able to build within a client-facing environment. Helping clients to reach their financial goals keeps me passionate about my role, career, and global markets.

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