Chad Richardson

Experience and education

Chad provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Chad was director of operations with Taylor, Cottrill, Erikson & Associates Inc. His responsibilities included maintaining the firm’s portfolio accounting system, fulfilling client service requests, overseeing client reporting and assisting with firm regulatory compliance.

Chad has a Bachelor of Arts in theology from Eastern University and a master’s in theology from Villanova University.

Personal interests

Away from the office, Chad enjoys gardening and reading. He is a fan of the New England Patriots.