Chatham Wealth Management

Daniel Moskowitz is a CFP® with 15 years of industry experience and has been with Chatham Wealth Management since 2000. He holds a Series 63 license and is based in Chatham, NJ. Chatham Wealth Management is a four-advisor team managing approximately $601 million in discretionary assets, serving individuals, high-net-worth investors, trusts, corporations, and retirement plans. The firm offers tailored portfolio management that includes a range of instruments such as options and structured derivatives, with ongoing monitoring conducted under discretionary authority.

John Lui is a financial advisor at Chatham Wealth Management with 18 years of industry experience. He holds a Series 65 designation and has worked at both Chatham Wealth Management and Alpha Solutions Investment Advisors since 2010 and 2011, respectively. Chatham Wealth Management is a team of four advisors managing approximately $601 million in discretionary assets. The firm provides portfolio management and financial advice to individuals, high-net-worth investors, trusts, corporations, and retirement plans, utilizing a broad investable universe that includes derivatives alongside traditional asset classes.

Gerard Mcgeough is a financial advisor at Chatham Wealth Management with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chatham Wealth Management since 2017. He also has concurrent roles at O'Neil Securities, Incorporated and William O'Neil + Company since 2016. Chatham Wealth Management provides discretionary portfolio management and financial advice to individuals, high-net-worth investors, trusts, corporations, and retirement plans. The firm manages approximately $601 million in discretionary assets for around 397 clients with a four-advisor team and incorporates a range of investment instruments including derivatives, equities, fixed income, ETFs, REITs, and commodities.