Chad O'Neil

Chad O’Neil

Client Service Associate

Joined
GW&K
2021

Industry
Experience
6 Years

Responsibilities

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.

Education

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 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.

Stay Updated & Informed with GW&K

GW&K's CIO and Portfolio Managers share their insights and opinions on the economy and market each quarter.

  • This field is for validation purposes and should be left unchanged.