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Senior Associate
Boston
Client Advisory
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 enjoys playing and watching soccer, reading, and spending time with family and friends.
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