Chaz is an Investment Operations Specialist in the Investment Operations Department at McLean, where he manages the administrative and back-office engineering of financial portfolios. Having experience with custodians like BNY Mellon and Inspira Financial. Gaining vast knowledge while working at Orion Portfolio Solutions for about six years and being able to assist Financial Advisors with accounts at Charles Schwab, Fidelity, and Matrix Trust Company.

Education

• B.S. Finance William Paterson University

Greatest Professional Satisfaction

Assisting clients in gaining financial literacy and financial freedom through retirement investments. Also being able to learn and gain knowledge through training.

Greatest Personal Satisfaction

Being able to expand my book collection and being a voracious reader. The love of art, painting, and drawing, and being able to be around family and friends.