Meet Our Team
With Aureus Asset Management, you aren’t one advisor’s client. You are the entire firm’s client. Because we believe client service and portfolio management should be a collaborative effort.
President & CIO
Thad, who joined Aureus in 2005 and is co-portfolio manager of our Core Equity Strategy, has extensive experience in equity analysis, company valuation, and portfolio management. He came to Aureus from Bear Sterns Asset Management, where he was a vice president responsible for research and management of large-cap value equity portfolios. Previously, he served as vice president and portfolio analyst for Putnam Investments and associate research analyst at Banc of America Securities (Montgomery Securities).
Thad earned his BA from Harvard College and MBA from NYU’s Stern School of Business. In addition, he serves on the Finance Committee for the Shaw Fund for Mariners’ Children and on the Audit Committee for Shady Hill School. He is a CFA charterholder.
To contact Aureus, please call 617.728.8900 or complete this form.