Biography

Chad is a Principal in Wolf & Company’s Data Solutions group where he leads product strategy and go-to-market efforts for the group’s AI and automation platforms, including InsightOut, Verisure, and Custody Cloud. He works closely with financial institutions to modernize operations through AI-driven data solutions that improve audit readiness, automate reconciliation, and reduce manual risk across lending, finance, and compliance workflows. His expertise extends across financial services, healthcare, consumer, and logistics industries, with a focus on applying data, automation, and AI to drive measurable operational efficiency and risk reduction.

Previously, Chad co-founded Treehouse Technology Group, a leading analytics provider, and InsightOut, an integrated data management and analytics platform for the middle market. He also served as Director of Data Management at S&P Capital IQ (McGraw-Hill Financial), where he led mission-critical data initiatives supporting global financial institutions.

Education

• Bachelor of Science in Engineering Physics from Cornell University