Chad focuses on operational and administrative client centered support as part of the Waldron Client Service team. He 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.
Chad lives with two adopted golden retriever pups. He likes traveling to national parks and international destinations and also enjoys a broad range of hobbies from bee keeping to scuba diving.
Featured in The News