CHATHAM NJ – Chatham Wealth Management, a boutique firm providing customized investment portfolios and financial planning solutions, has expanded its Relationship Management Team in anticipation of continued growth.
Chatham Wealth is proud to announce that Brian McGeough and Michael T. Ryan, both residents of Chatham, have joined as Managing Directors and Relationship Managers to enhance the Firms’ financial advisory and planning services.
Dan Moskowitz, President and Chief Investment Officer at Chatham Wealth Management said: “Brian and Michael’s deep institutional experience and financial industry knowledge makes them both key additions to the Chatham Wealth family. We view their appointments as a sign of our commitment to expanding our financial advisory capabilities and providing top-notch service to our clients.”
Ryan has over 10 years financial services and credit rating agency experience. At Citigroup, he was a portfolio and credit risk manager for a multi-billion dollar derivatives and loan portfolio consisting of exposure to institutional clients such as mutual funds, pensions, and private equity funds.
At Moody's Investors Service, Ryan was a credit analyst covering financial institutions and investment management firms. He earned his BA in Economics from the University of Hartford in 1997 and also his MBA from Fordham University in 2007.
McGeough has over 20 years of financial services experience. Before joining Chatham Wealth Management, he worked on the institutional equity desks at JP Morgan Investment Bank, UBS Investment Bank and Macquarie Bank where he helped hedge fund and mutual fund managers make investment decisions.
McGeough graduated with a BA in economics from Villanova University in 1987, and also received his MBA in finance from New York University Stern School of Business in 1996.
Chatham Wealth Management is a SEC registered investment advisor serving individuals, retirement plans and trusts. The Firm and its predecessors have been in business since 1978.
CWM is a fee-only organization and as such, avoids conflicts of interest that can arise within broker or sales based management companies. “Our clients take comfort in the fact that we have been putting their interests first since our founding,” added Moskowitz.
Chatham Wealth recognizes that its clients are unique and that is why it customizes investment solutions for each and every client. Having one of our Certified Financial Planners work with our clients to perform a personalized comprehensive financial plan is the best way to determine the investment mix needed to achieve client’s goals.
Chatham Wealth offers prospective clients a complimentary second opinion on their investment portfolios via a free consultation. To schedule a free consultation please call 1-800-472-8086 or e-mail firstname.lastname@example.org . More information is available about the Chatham Wealth team and service offerings at http://www.ChathamWealth.com
Editor's note: Chatham Wealth Management is a TAP into Chatham advertiser. For information on how to advertise on TAP into Chatham, contact Ed Barmakian at email@example.com.