Chase is a Principal in the New York office and has over ten 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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