Team

Chad is a member of our private wealth client service team, acting as a dedicated intermediary for clients, committed to addressing their inquiries and needs. He assists clients in meeting their long-term financial goals and objectives and ensures the implementation process of our clients’ wealth management plans runs seamlessly.

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 is a CFA® charterholder and a member of the CFA Institute and the CFA Society Boston. He also holds the Series 6, 7, and 63 Licenses with FINRA.