Chase provides due diligence on investment managers, works with financial advisors to construct investment strategies and integrated asset allocations, and oversees all trading activity.
Since 2011, Chase has been helping entrepreneurs and their families simplify their financial lives. He earned a Business Administration degree from Robert Morris University with a dual major in Finance and Accounting having graduated Summa Cum Laude, and prior to joining the Waldron team in 2013, he served as an Assistant Wealth Manager at Legend Financial Advisors Incorporation. Chase is a CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Alternative Investment Analyst, Accredited Wealth Management Advisor and is licensed for Pennsylvania Life Insurance.
At Waldron, Chase specializes in portfolio construction and manager due diligence, and enjoys building long-term relationships with clients through wealth management. He is a frequent contributor to the Waldron quarterly market commentary, Wealth Insights articles and Waldron advisory staff monthly market updates.
Outside of the office, Chase plays flag football in the Pittsburgh Sports League and he is a passionate Buffalo Bills season ticket holder. He is an active member of the Society of Financial Services Professionals and the Pittsburgh Stock & Bond Association. Chase resides in Oakdale, PA with his wife, Ashleigh, and daughter, Mila.
