As our in-house Rumikub ringer, we were excited to have Chad as an integral member of the KORE team. For nearly a decade, Chad has been using his innate ability to synthesize information and numbers - and bring them to life in a succinct and orderly fashion for clients via financial planning and modeling tools.
Chad’s work at KORE focuses on helping our clients with balance sheet analysis and cash flow modeling across their entire financial life. He also advises on wealth structuring and asset protection techniques, always balancing the natural tension between optimizing for estate and income tax mitigation. His experience with current and cutting-edge estate planning techniques provides the necessary component parts for KORE to help architect each of our clients unique, and customized financial plans.
An avid athlete throughout his life, he is big fan of both being a spectator of his hometown Philadelphia sports teams and his alma mater (Indiana) as well as an active participant (football, basketball and baseball) – although looking to convert his baseball swing into one that will be more effective across the back 9 vs 9 innings.
On the weekends Chad can be found spending time in Manhattan with Indy and Denny – his two beloved cats…and also his third love, Morgan, his wife.