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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

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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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Here are some valuable insights to read before your meeting

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Cross-Border Planning

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February 4, 2026 - In April 2025, the UK replaced the long-standing remittance basis regime with a new foreign income and gains (FIG) regime. The shift moves the UK…

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