Chase provides due diligence on investment managers, works with financial advisors to construct investment strategies and integrated asset allocations, and oversees all trading activity.
For more than 12 years, Chase has been helping entrepreneurs and their families simplify their financial lives. He earned a Business Administration degree from Robert Morris University, and prior to joining the Waldron team, he served as an Assistant Wealth Manager at Legend Financial Advisors Incorporation. Chase became an Accredited Wealth Management Advisor and attended the College for Financial Planning to become a CERTIFIED FINANCIAL PLANNER™ Professional.
At Waldron, Chase specializes in trading activity and enjoys building long-term relationships with clients through wealth management. He is a frequent contributor to the Waldron quarterly investment commentary, OnePapers, and Wealth Insights articles.
Outside of the office, Chase supports local pet rescue organizations and plays flag football in the Pittsburgh Sports League. He is a passionate Buffalo Bills season ticket holder and an avid fan of Pittsburgh sports. Chase resides in Oakdale, PA with his wife, Ashleigh, and daughter, Mila.