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Biography

Chase is a Principal in the Louisville office. He is responsible for trading and implementation of client accounts. Chase also researches current and prospective investment strategies and services advisor requests.

Prior to joining Cerity Partners, Chase was an Investment Analyst with ARGI Financial Group. Before ARGI, he briefly worked as a personal banker in the banking industry.

Education

  • B.S. in Finance from the University of Louisville
  • MBA from Indiana University Southeast
  • M.S. in Strategic Finance from Indiana University Southeast

Highlights

  • Chartered Financial Analyst

Latest Insights

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Chase Norcini

Principal

Individuals and Families

Tax-Aware Investing with Long-Short Equity Strategies

Once the domain of hedge funds, long-short equity strategies have gained traction among a wider range of investors thanks to their growing availability through separately managed accounts, or SMAs.

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Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

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California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

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Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.