CoverProfile

Chase Rose

Associate Wealth Advisor

Hixon Zuercher Capital Management

United States, Ohio, Kenton

About Me

Mr. Rose is an Associate Wealth Advisor with Hixon Zuercher Capital Management. As an Associate Wealth Advisor, he supports lead advisors of the firm. Mr. Rose also handles client inquiries relating to investments, including resolving client requests, data gathering and analysis, financial planning, portfolio reviews, and implementation of recommendations.

Profile Information

Associate Wealth Advisor

Hixon Zuercher Capital Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Kenton

Ohio

United States

Jul 31, 2024

Work Experience

Hixon Zuercher Capital Management

Associate Wealth Advisor
Jan 2022 - Present
Email: crose@hzcapital.com

More profiles to browse

Profile Photo
Jessica Hinks
Senior Wealth Advisor
Profile Photo
Austin Wilson
Co-Portfolio Manager
Profile Photo
Josh Robb
Partner, Director of Wealth Management & Chief Compliance Officer
Profile Photo
Tony Hixon
Chief Executive Officer

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation