Chase is an Associate Wealth Advisor who joined Trust Company in June 2018. Primarily, he serves family and nonprofit clients by providing sound financial planning and investment advice. Chase came to Trust Company from PNC Bank’s Institutional Asset Management group in Pittsburgh, PA where he was a senior investment advisor. Prior to that, Chase was a partner and investment manager at an independent Registered Investment Advisor firm based in Texas, his home state.
In 2013, Chase earned the Chartered Financial Analyst designation. Additionally, he is a CERTIFIED FINANCIAL PLANNER™ professional. His industry experience exceeds ten years and includes working with wealthy families, endowments and foundations, non-profits, corporations, and a variety of retirement plans. Chase graduated from Baylor University with a B.B.A. in Economics and Financial Services and Planning.
Chase is a member of the CFA Society of North Carolina. His wife, Lauren, is an accounting professor at her alma mater Wake Forest University. They have one daughter and reside in Winston-Salem.