Retirement Plan Adviser
Chad is the director of operations and compliance for Adviser Investments where his team oversees more than $5 billion in client assets; and he also serves on the Portfolio Review Committee, which reviews strategic allocations for all client accounts. Chad graduated from the University of New Hampshire in 1999 with a B.S. in business administration. He also earned an M.B.A. from Bentley University – Elkin B. McCallum Graduate School of Business in 2011. Chad has been with Adviser Investments since 2002.