Chad is the team leader of Waldron’s Client Service Department. He focuses on operational and administrative client-centered support as part of the Client Service team and coordinates with Wealth Counselors and other advisor team members to ensure that appropriate actions are executed accurately and on time.
Prior to joining Waldron, Chad accumulated more than a decade of experience in various retail banking, business banking, lending, and wealth management roles within the PNC Financial Services Group. He was responsible for creating customized portfolio reports, securities trading, and compliance documentation, as well as spearheading multiple technology development initiatives.
At Waldron, Chad specializes in leading the Client Service teams and enjoys building relationships with clients through implementing financial planning strategies.
Outside the office, Chad enjoys traveling to national parks and international destinations and has a broad range of hobbies, from bee keeping to scuba diving. Chad resides with his Golden Retriever.