Client Advisory


Chase is a Senior Associate 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.


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


  • Chartered Financial Analyst

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