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

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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