Chad serves as a Relationship Manager on our private wealth client service team, where he plays a pivotal role in fostering strong, ongoing relationships with clients. He is dedicated to understanding and addressing their unique financial needs, providing tailored solutions that align with their long-term goals and objectives. Chad maintains active communication with clients, ensuring he stays attuned to their ever-changing circumstances and needs, and provides regular updates to ensure those needs are consistently met. Chad was hired as a Client Service Associate at GW&K in 2021, where he provided operational and strategic support for high-net-worth clients, deepening his understanding of the client experience.

Prior to joining GW&K, Chad worked as a Client Associate with Merrill Lynch Private Wealth Management, and as a Client Service Analyst at U.S. Trust, where he gained valuable experience working with affluent clients.

Chad holds a BA in Finance from the University of Massachusetts, Amherst, and is a CFA® charterholder. He is an active member of the CFA Institute and the CFA Society Boston. Additionally, he holds the Series 6, 7, and 66 licenses with FINRA.