About Us / Our Leadership

More than just a small step forward in financial advice – It’s Financially AdvancedTM

Chad Goldstein

Controller
Philadelphia, PA

Chad Goldstein is the Controller at McAdam and a member of the Executive Team.

During his tenure, Chad has been instrumental in developing and evolving processes to support the business as it has matured and increased in complexity. He is now responsible for managing the firm’s financial risk, developing financial strategies, and overseeing McAdam’s financial and accounting functions.

Chad joined the firm in 2013 after serving as a Senior Accountant Manager at Maillie LLP. He led his teams on audits and tax services ranging from cost effective solutions to applying new techniques for his clients.

Prior to his public accounting experience, Chad attended the University of Pittsburgh, College of Business Administration where he earned a Bachelor of Science in Accounting. He is originally from Fort Washington, PA and currently lives in the Fishtown neighborhood of Philadelphia, PA

 

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Philadelphia1880 JFK Blvd.
Suite 1600
Philadelphia, PA 19103
215-399-9350
  •  Tysons Corner7918 Jones Branch Drive
Suite 100
Tysons Corner, VA 22102
703-677-9300
  •  Chicago141 W Jackson Blvd
Suite 1950
Chicago, IL 60604
312-509-4500
  •  Boston84 State Street
Suite 1040
Boston, MA 02109
857-263-7759
  

IMPORTANT DISCLOSURE INFORMATION

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 80 State Street, Albany, NY 12207.

Purshe Kaplan Sterling Investments and McAdam LLC are not affiliated companies.
Investments through PKS or RIA are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL • NOT INSURED BY ANY STATE OR FEDERAL AGENCY