Chad Jaffee, CFP®
Login to view DISC.Chad Jaffee is a Partner and Regional Director of Wealth Planning at Corients New York office. A graduate of the Indiana University Kelley School of Business, he specializes in synthesizing complex financial data into clear strategies, focusing on wealth structuring, cash flow modeling, and estate planning for his clients.
An avid athlete, Chad enjoys playing football, basketball, and baseball. He is a supporter of his hometown Philadelphia sports teams and his alma mater, Indiana University. He resides in Westchester, New York, and spends weekends with his wife and two children.
He is currently working on refining his baseball swing to improve his golf game.
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