Chase is a Director in Waldron’s Wealth Planning department, helping wealth accumulators and retirees to develop and implement goal-based plans to help achieve their financial objectives.
Prior to joining Waldron in 2013, Chase worked for another Pittsburgh wealth management firm, Legend Financial Advisors Incorporation, for several years. He earned a Business Administration degree from Robert Morris University in 2011 with a dual major in Finance and Accounting having graduated Summa Cum Laude. He was recognized as the Finance Student of the Year in 2010 at the university.
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 enjoys building long-term relationships with clients through customized wealth management. Outside of the office, Chase enjoys staying active, reading and he is a passionate Buffalo Bills season ticket holder. Chase resides in Oakdale, PA with his wife, Ashleigh, daughter, Mila and their pets.
