Broker Check

CWM Team

Daniel H. Moskowitz, CFP®

President and Chief Investment Officer

Dan began his Wall Street career in 1988 after graduating from Springfield College with a BS in Business Management. Dan earned his Certified Financial Planner designation in 2001. Prior to joining with John Raab in 1998, he was with Ban

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John Lui

Managing Director and Chief Investment Strategist

John has been managing money since 1987 and joined Chatham Wealth Management in April of 2009. Prior to joining us, John spent 25 years with the Bank of New York, where he was a Managing Director and Senior Portfolio Manager for equity a

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Brian McGeough, CFP®

Relationship Manager

Brian began his Wall Street career in 1987 after graduating from Villanova University. Brian joins Chatham Wealth Management after spending 20 years at UBS and JP Morgan where he specialized in equity investments working with clients...

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Kori Willis

Client Service Administrator

Kori joined Chatham Wealth Management in 2014.  Kori graduated from Ithaca College in 1987 with a B.S. in Finance and then earned an MBA in Accounting from Fairleigh Dickinson University. Kori held various financial positions at Sunshine

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Sharon Tether

Client Services Team

sharon@chathamwealth.com

Sharon joined Chatham Wealth Management in 2019. She graduated from New York University in 1989 with a B.S. in Finance and then returned to NYU's Stern School of Business to earn an MBA in Marketing in 1997. Sharon held various...

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