In his role as Client Service Associate, Cade strives to deliver exceptional service while always putting the clients and their needs first. In conjunction with the Head of Operations, our goal is to support the SAM team and build out internal operations to continue to provide an improved experience for our clients. Cade has the tenacity to serve the clients and collaborate for a superior experience.
Cade joined the SAM team in August of 2023. Prior to joining SAM, he started his career at First Republic Bank within the Client Service Team where he primarily focused on client management, including money movement for high-net-worth clients ranging from domestic and international USD wires to international foreign exchange execution. The experience and exposure were invaluable, as he adapted to servicing clients in turbulent times during the regional banking crisis of 2023 that ultimately led to First Republic’s collapse and the acquisition by JP Morgan Chase.
A graduate of Marist College, Cade holds a B.S. in Business Administration with a concentration in International Business. Cade was a member of Marist’s DI-FCS Football program for all four years.
In his spare time, Cade is an avid golfer and enjoys anything sports and competition-related with a focus on the Boston sports scene. He loves movies and spending time with friends and family.