Designations and Licenses

Chad is an Enrolled Agent with the IRS.

Experience and Education

Chad focuses on tax planning and compliance for high-net-worth individuals and their closely held entities. He manages the compliance and planning needs unique to each client.

Prior to joining Mariner, Chad worked at Woolston Consulting Group, where he specialized in a broad range of tax assistance, compliance, tax return preparation and planning and financial statement preparation. Before that, he handled private equity accounting, finance and operations of the general partners at Bain Capital. He has experience both domestically and internationally in the financial sector.

Chad has a bachelor’s degree in corporate finance and accounting and a master’s degree in taxation from Bentley University.

Personal Interests

Away from the office, Chad enjoys traveling, attending sporting events and concerts and spending time at the beach with his wife and two children.