Managing Director, Operations & Reporting
Tad manages the people who move your money, develop performance reports and monitor your accounts. Comfortable overseeing computer systems as well as people, Tad ensures seamless execution when it comes to LNWM fund transfers and monitoring. It is Tad and his team who leap in and make things happen when you quickly need to transfer funds for an unanticipated purchase or emergency. And it is Tad et al. who work closely with banks and other financial institutions on your behalf.
Operations and Reporting touches every LNWM account, and Tad has been with the firm for just over two decades. So he considers himself the unofficial historian of LNWM operations.
Designations and Education
- B.A. in History
University of Washington