Chase Smith
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Chase Smith

Principal
Chase is a Principal in the New York office and has more than seven years of experience in the financial industry, specifically in investment advisory and wealth management.

Prior to joining Cerity Partners, Chase worked for Lebenthal Asset Management LLC, where he was on the All-Cap Value Strategy team. In addition to providing high net worth clients with asset allocation and retirement planning advice, he focused on new idea generation, stock selection, and trading. Before joining Lebenthal Asset Management, Chase was a financial consultant at Smith Asset Management.

Chase received his Bachelor of Science in Political Science from Seton Hall University. He holds Series 7 and 63 securities licenses.

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Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

(248) 205-4280

Chicago

227 W Monroe St
Chicago, IL 60606

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Denver, CO 80237

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Fort Worth, TX 76107

(817) 877-1040

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

(310) 456-6343

Louisville

801 Main St
Suite 120
Louisville, CO 80027

(303) 604-0505

New York

335 Madison Ave
New York, NY 10017

(212) 850-4260

Orange County

3200 Bristol St
Costa Mesa, CA 92626

(714) 415-4990

Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

Chicago

227 W Monroe St
Chicago, IL 60606

Chicago

65 E Wacker Pl
Chicago, IL 60601

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Denver

4725 S Monaco St
Denver, CO 80237

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

Louisville

801 Main St
Suite 120
Louisville, CO 80027

New York

335 Madison Ave
New York, NY 10017

Orange County

3200 Bristol St
Costa Mesa, CA 92626