With a background in investment management, Chase Costanzo enjoys the ever-changing nature of the industry, and the challenges related to simplifying the complexity of clients’ financial situations.

In partnership with the Sequoia team, Chase extends in-depth analysis of the performance of clients’ investment portfolios and recommends changes to ensure alignment with their priorities and risk tolerances. In addition, he offers comprehensive counsel across multiple wealth management disciplines in support of clients’ long-term objectives and legacy.

Before joining Sequoia, Chase was part of JPMorgan’s U.S. Equity group in New York City, where he provided investment insights for clients across the wealth continuum.