As a Wealth Advisor working through Sequoia Sentinel Family Office, Chase partners with high-net-worth and ultra-high-net-worth families and individuals, often across several generations, to deliver personalized, coordinated guidance. He provides in-depth analysis of clients’ investment portfolios and provides recommendations to keep them aligned with their priorities and risk tolerances. He also offers comprehensive counsel across wealth management disciplines in support of their long-term objectives and legacy planning.

With a background in investment management, Chase enjoys the ever-changing nature of the industry and the challenge of simplifying the complexity of clients’ financial situations. Before joining Sequoia, he worked for a major asset manager in New York City, providing investment insights for institutional and fund clients. He holds the Chartered Financial Analyst® (CFA®) designation and is a member of the Chartered Financial Analyst Society of South Carolina. He graduated with a BSBA in finance from The Ohio State University.

A native of Northeast Ohio, Chase now lives in Charleston, South Carolina, with his wife. Outside of the office, Chase enjoys fishing, hiking, watching Cleveland sports, and rooting for the Ohio State Buckeyes.