Chad Jaffee

Associate Partner, Regional Director of Wealth Planning
Corient

Chad is an Associate Partner, Regional Director of Wealth Planning in our New York, NY office. For over a decade, Chad has been helping clients by synthesizing information and numbers into clear, organized formats through financial planning and modeling tools. His work at Corient involves assisting clients with balance sheet analysis and cash flow modeling across their financial lives. He also provides guidance on wealth structuring and asset protection techniques, working to balance estate and income tax considerations. With extensive experience in estate planning strategies, Chad contributes valuable insights to the financial plans Corient develops for its clients. An avid athlete throughout his life, Chad enjoys both supporting his hometown Philadelphia sports teams and his alma mater, Indiana University, as well as participating in various sports (football, basketball, and baseball). He is currently working on refining his baseball swing to improve his golf game. On the weekends, Chad can be found spending time with his wife, Morgan, daughter, Sydney, and son Drew in Westchester, New York.