EXPERTISE

Chad is a Senior Vice President and Managing Director of the Tucson office. In this position, he is responsible for the investment management, trust, estate, private and business banking business. He works extensively with high net worth families and their related charitable entities. He has a strong business record and brings an uncompromising focus to clients. In addition, he is a member of the Northern Trust’s Western Region Leadership Team.

EDUCATION

Chad received his Bachelor of Science degree in Business Administration with a major in Finance from the University of Arizona.

Chad received his MBA from the Eller College of Management at the University of Arizona and is a CFA Charter holder.

EXPERIENCE

Chad began his career with Northern Trust as a Portfolio manager in 2008 and became a Financial Advisor for Northern Trust Securities in 2012 where he advised on a variety of investment solutions as part of an overall, holistic Wealth Management process

Prior to joining Northern Trust in 2008, Chad worked as a Portfolio Manager and Trust Office Manager at M&I Wealth Management in Tucson, Arizona. He is a lifelong Arizona resident and has worked in the investment management industry for more than 20 years

COMMUNITY INVOLVEMENT

– St. Michael’s School – Board of Directors

– Reid Park Zoological Society – Board of Directors

– CFA Society Tucson – Member

– Tucson Desert Angels – Member

– United Way of Southern Arizona Finance and Investment Committees

– United Way Tocqueville Society