Chase provides due diligence on investment managers, works with financial advisors to construct investment strategies and integrated asset allocations, and oversees all trading activity. Since 2011, Chase has been helping entrepreneurs and their families simplify their financial lives. He earned a Business Administration degree from Robert Morris University with a dual major in Finance and Accounting having graduated Summa Cum Laude, and prior to joining the Waldron team in 2013, he served as an Assistant Wealth Manager at Legend Financial Advisors Incorporation. Chase is a Certified Financial Planner Professional, Chartered Alternative Investment Analyst, Accredited Wealth Management Adv