Joined
GW&K 2023
Industry
Experience 10 Years
Chase is a business development manager for GW&K’s private wealth services group. He is responsible for identifying and building long-term client relationships directly and through GW&K’s partnerships.
Prior to joining GW&K, Chase was a regional vice president with Mercer Advisors focusing on business development throughout the state of Florida. Previously, he was an investment counselor with Fisher Investments where he focused on relationship management and acted as the first line of communication for clients. Chase started his career with PNC Investments in Pittsburgh as an Investment Service Advisor.
Chase earned his BSBA in Personal and Corporate Finance from Clarion University of Pennsylvania. He holds the Series 7, 63, and 66 Licenses with FINRA. Chase is based out of the firm’s Winter Park, FL office.
I’m excited to be the first business development manager to join GW&K’s private wealth team. Personally, I’m interested in pursuing my CFP®. I love being a part of every client’s unique journey and helping them to reach their financial goals.