Chad McQuade adds director of financial planning to growing wealth management team

Posted January 11, 2021 10:00 pm

Submitted by Karen Spillers

Wealth Management Advisor Chad M. McQuade, J.D., CLU, is expanding his holistic financial planning firm with Adam Tortelli as director of financial planning.

"Adam's experience and skills will broaden our team's capabilities in driving value to clients through a comprehensive planning process," said Chad M. McQuade, wealth management advisor with Northwestern Mutual. "Since joining our team, he has demonstrated strong analytical and problem-solving skills and a client-centric focus."

Tortelli will partner with McQuade and Chad S. Lewis, associate wealth management advisor,in creating goal-based personal financial plans through sound financial advice, exceptional products and remarkable client service.

Tortelli brings operational and technical expertise in risk management and investments to his new role. He holds the Series 7 and 66 investment licenses and earned a BBA in Finance from Xavier University.

Since 2007, McQuade has built a nationwide wealth management practice with a large client base, including medical professionals, business owners, and corporate executives. Learn more about his team's approach to financial planning at www.chad-mcquade.com.

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