Chad is responsible for managing client relationships. He holds the CERTIFIED FINANCIAL PLANNER™ certification and is a Financial Risk Manager – Certified by the Global Association of Risk Professionals. Chad has over a decade of experience helping individuals and families with their complex financial situations. Specifically, Chad works with corporate executives to help them take full advantage of their available benefits, deal with employer stock concentrations and manage their stock option strategies.
He graduated with a dual concentration in Finance and Entrepreneurship & Small Business Management from Northeastern University. Prior to joining RegentAtlantic, Chad was a shareholder at Lassus Wherley, a fee-only financial planning firm.
Chad was a member of the NJBIZ Forty under 40 class of 2014 and is the assistant treasurer at Christ Church in Summit. Chad grew up in Summit and now lives with his wife Jocelyn and their twins in Basking Ridge.