
Chad joined The Green Group in September 2024. He attended Rutgers University, where he earned his bachelor’s degree in arts and sciences with a major in economics, and later received his master’s degree in wealth management from Rutgers University–Camden.
Prior to joining The Green Group, Chad worked as a portfolio manager at White Oak Global Advisors, a private credit investment firm. In that role, he was responsible for managing client portfolios and supporting investment strategies across various asset classes.
Since joining The Green Group, Chad has gained experience working with a wide range of clients, including individuals, partnerships, S corporations, and nonprofit organizations. He is currently preparing to sit for the CPA exams to further strengthen his expertise in the field.
In his free time, Chad enjoys golfing, attending sporting events, and spending time with friends and family