Chad is an Associate and based in the US. Chad joined Portico in 2019 where he advises clients across the US and Canada on both sell-side and buy-side engagements. Prior to joining Portico, Chad worked within the Financial Institutions Group at Keefe, Bruyette, & Woods where he advised depository institutions on merger & acquisition transactions, as well as public and private debt and equity issuances, with an aggregate value of $3 billion. Prior to that, Chad worked within Ernst & Young’s Financial Services Advisory practice where he advised major US financial institutions on performance improvement and implementation engagements.
Chad holds a BS in Finance and a minor in Spanish from the School of Business at Wake Forest University where he graduated Magna Cum Laude.