And Where You’re Going.

As Director at Wellesley Private Advisors, Tad applies his decades of knowledge of the markets to help high-net-worth clients navigate their financial journeys with confidence. He is the advisor clients turn to when they need straightforward, grounded guidance—someone who has seen market cycles come and go and understands how to keep financial strategies aligned with long-term goals.

A Lifelong Market Student with a Grounded Approach

Tad’s path into finance was shaped early on—his father was in investments, and market discussions were a regular part of family life. After earning a bachelor’s degree in European History and American Government from Connecticut College, he began his financial career at Merrill Lynch in New York on the retail side of the business. But it wasn’t long before he transitioned to the institutional side, immersing himself in the fast-paced world of trading.

For more than a decade, Tad worked with position traders, sales traders, and research analysts, managing mid-market accounts. In 2006, he moved to the buy side, representing asset managers and advising institutional clients. In 2012, he co-founded and managed a hedge fund, gaining firsthand experience in portfolio construction and risk management.

In 2018, Tad made the decision to return to direct client service and portfolio management, joining Wellesley Private Advisors. Today, he focuses on managing high-net-worth client portfolios, tailoring investment strategies to individual needs while providing the steady, reassuring presence his clients value.

A People-First Perspective

Tad believes that financial success grows from aligning wealth with life objectives. He takes pride in explaining complex financial concepts in simple terms, making sure clients feel informed and in control. Whether helping to manage concentrated positions, minimize tax burdens, or plan for liquidity needs, he builds portfolios with an eye toward long-term growth and financial stability. To him, retirement isn’t a number—it’s a process and a set of choices.

Above all, Tad values relationships. He wants clients to feel comfortable picking up the phone, whether they have a major financial question or simply need reassurance during uncertain times.

Life Beyond Finance

A longtime Wellesley resident, Tad has been partnered with Emily for 15 years, and they met in the most fitting way: walking their dogs. His love for dogs runs deep, with a goldendoodle at home and frequent visits from his son's two Great Danes.

Outside of work, Tad is actively involved in Freemasonry, having held a senior leadership position overseeing nine Masonic groups and nearly 1,000 members. He also enjoys spending time with family, traveling and exploring local culture.

.*The PIM Program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.