Chad had joined The Green Group in September 2024. He earned his bachelor’s degree in Economics from Rutgers University and 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 managed client portfolios and supported 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.
Outside of work, Chad enjoys golfing, attending sporting events, and spending time with friends and family.
