Focus Areas

Tad manages wealth for individuals and their families, as well as, for endowment clients. What he finds most satisfying is helping clients meet their current and future financial goals so they can focus on the other important aspects of their lives.

Experience

Tad joined Fiduciary Trust in 1996. Prior to joining Fiduciary, he was a Vice President at Eaton Vance Management. He has also held positions as President of Norman L. Barnett & Company and Vice President at David L. Babson & Co.

Community Involvement

Massachusetts Audubon Society Investment Committee – Chair, Board member
Newton Wellesley Hospital – Overseer
Massachusetts Congregational Conference – Investment Committee

Personal

Tad enjoys golf, sailing, skiing, tennis and spending time with his wife, three children and his grandchild.