CHAD CASSIDY

Chad Cassidy possesses extensive experience in the financial services industry, primarily at Fidelity Investments, where roles included Group Squad Lead for Custom SMA Account Lifecycle, Director of Managed Accounts, Director of Business Analysis, and Director of Product Management, among others. Prior experience includes positions at State Street Bank as a Corporate Trust Analyst, Account Controller, and Special Projects Coordinator, as well as an Implementation Manager role at Lewtan Technologies. Chad Cassidy holds a Bachelor’s Degree in Accounting and Business/Management from Bridgewater State University and a Master of Business Administration (MBA) in Finance from Bentley University’s McCallum Graduate School of Business.