Breadcrumbs

Chase D. Conti, CFP®

Senior Investment Analyst
image

Chase provides due diligence on investment managers, works with financial advisors to construct investment strategies and integrated asset allocations, and oversees all trading activity. He is a frequent contributor to the Waldron quarterly investment commentary, OnePapers and Wealth Insights articles. He joined Waldron in 2013 from Legend Financial Advisors, Inc., where he was an assistant wealth manager. Chase resides in Monroeville with his significant other, Ashleigh, and their pets. 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.

Education & Certifications
B.S. Business Administration, Robert Morris University
Accredited Wealth Management Advisor
College for Financial Planning CERTIFIED FINANCIAL PLANNER™ Professional

Wealth Insights Articles

OnePaper: Strategies for taking distributions from your investment portfolio

Jan, 2020  |  Chase D. Conti, CFP®  |  White Paper

greatest threat to achieving investment goals
The enemy within: As investors, we are programmed to be the single greatest threat to achieving our investment goals

Jun, 2019  |  Chase D. Conti, CFP®  |  Blog

“The investor’s chief problem and even his worst enemy, is likely to be himself” – Benjamin Graham, economist and author of The Intelligent Investor (published 1949).

tax implications
Special market update with major tax implications

Nov, 2018  |  Chase D. Conti, CFP®  |  Blog

For many equity investors, 2018 has felt like riding a roller coaster, with more significant market declines than they’ve experienced in years.

Barron's
Advisor
Hall of
Fame