- Who We Serve
- What We Do
- About Us
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- Who We Serve
- What We Do
- About Us
- Insights & Research
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, Chad is a member of the Northern Trust’s Western Region Leadership Team.
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.
Joined Northern Trust
2008
Credentials
CFA Charter holder.
Education
Bachelor of Science degree in Business Administration with a major in Finance from the University of Arizona. MBA from the Eller College of Management at the University of Arizona.
Tucson
Cash Services Available | ATM in vestibule*
3450 East Sunrise Drive
Suite 100
Tucson, Arizona 85718