Tad joined the DGL Advisory Group at Moors & Cabot as a Portfolio Analyst in 2023. While in this role, he became a fully licensed Financial Advisor and, after two years, was promoted to Vice President, Investments. He works with our clients on investment strategy, portfolio construction, and goals-based investing.

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Prior to joining the DGL Advisory Group, Tad was an Assistant Vice President at Brown Brothers Harriman (BBH), where he was part of the private bank’s investment research group. He began his career at BBH as a Financial Analyst on an Activity-Based Costing modeling team.

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Tad, a graduate of Hobart College, lives in the New York City area with his wife and daughter.
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Background and qualification information is available at FINRA's BrokerCheck website