Chadderdon O’Brien

A team approach

Our people collaborate to deliver highly personalized service to you.

Charlotte Caporrino
Charlotte Caporrino
RP®
Client Relationship Specialist
Gerald M. Korey
Gerald M. Korey
CFP®
Analyst
Matt Masterson
Matt Masterson
CFP®
Wealth Advisor
Philip Metz
Philip Metz
Client Relationship Specialist
Jack O’Donnell
Jack O’Donnell
Analyst

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Chad is responsible for managing client relationships and coordinating all aspects of client service for the team. He holds the CERTIFIED FINANCIAL PLANNER™ certification, and is a Financial Risk Manager-Certified by the Global Association of Risk Professionals, with over eight years of experience in the financial industry. He graduated with a dual concentration in Finance and Entrepreneurship in Small Business Management from Northeastern University.

He is a member of the board of directors and treasurer for Summit Helping Its People and the assistant treasurer at Christ Church in Summit. Chad grew up in Summit and currently lives in Basking Ridge with his wife, Jocelyn.

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