Shad is a Senior Associate in the Boston office. He is a member of the firm’s Wealth Management practice, working directly with individuals and families to help them understand, implement, and achieve their financial goals.
Prior to joining Cerity Partners, Shad joined Daintree Advisors in June of 2016, starting as an Operations Associate before moving on to the role of Client Service Associate. Previously, Shad worked as a Loan Servicing Associate at State Street Bank in Boston, MA.
Shad earned a BS in Finance from Western New England University, where he was a member of the Finance Club. He participated in a special semester-long portfolio investment project where his class was entrusted with selecting $100,000 of stocks for the Cohen Student Managed Fund, and he personally managed the energy sector allocation of $10,000.
Shad holds a Financial Planning certificate from Boston University and is currently working towards obtaining a CERTIFIED FINANCIAL PLANNER™ certification. He enjoys playing and watching soccer, reading, and spending time with family and friends.
Get the latest insights and analysis from our investment team delivered right to your inbox.