Associate Wealth Advisor
Chase is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Prior to Beacon Pointe, Chase worked as an associate at Fourth Point Wealth. He graduated from UC Berkeley with a degree in American Studies with focus on Business Development & Marketing. During his time at Berkley he was also a member of the football team. Chase resides in Newport Beach with his fiancé. Outside of work he enjoys being with family and friends, going to the beach and coaching football.