Chad is a Manager of Transitions at NewEdge Advisors. He has 12 years of experience in the financial services industry, including prior roles as a Client Associate, Operations and Compliance Specialist, and Transition Specialist. In these roles, Chad had the opportunity to work with many top-performing financial advisors and support staff. With his vast experience, he understands the elevated level of service and execution needed to meet the expectations of advisor teams and their clients.
Chad and his wife, Nicole, have had the opportunity to live in San Diego, CA, and Washington, D.C., over the past 11 years. Currently, they reside in Indianapolis, IN. They enjoy spending as much time as possible outdoors and exploring various parts of the country.