Experience and Education

Chad provides clients with personalized wealth solutions, including investment portfolio management, retirement income planning and estate planning, to help them reach their goals.

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.