Experience 6 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.
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 I of the CFA® program and holds the Series 7 and 66 Licenses with FINRA.
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.