Meet Chad
Chad is a Sr. Wealth Advisor based in Hunt Valley, Maryland. He joined Mercer Advisors in 2025 through the acquisition of Tufton Capital Management which he built and ran since 2013. Chad earned a B.A. degree in economics and history from Washington & Lee University and a MBA in finance from New York University Stern School of Business. He is a Chartered Financial Analyst®.
Chad’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Chad has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Complexities of inherited wealth, from taxes to legacy
- For business owners, advice on selling your business to help maximize value — and plan what comes next
- Family businesses navigating succession, liquidity, and legacy goals
His working style
Chad is known for his long-term relationships with his clients and experience as a business owner, entrepreneur, and investor.
Chad in real life
What keeps you busy outside of work?
I enjoy spending time with family, traveling, golfing, and fly fishing.
Any words you try to live by?
“Remain busy and always be productive.”
What’s one thing you are surprisingly good at?
I can play the banjo.
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