Chase D. Conti, CFP®

Investment Analyst

Chase is focused on performing due diligence on investment managers, works with Wealth Counselors to construct investment strategies and oversees all trading activity. 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

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.

Decoding the myriad of mutual fund share classes: Why should I care which one is part of my investment portfolio?

Oct, 2018  |  Chase D. Conti, CFP  |  Blog

A shares, Z shares, R shares, B shares… A degree in cryptography might seem necessary to crack the code of mutual fund share classes.

Scam Calls: What should I do if I get a call from a bot?

Aug, 2018  |  Chase D. Conti, CFP  |  Blog

Have you ever gotten a call from a bot trying to sell you something?


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