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.
Chase Rose
Associate Wealth Advisor
Hixon Zuercher Capital Management
United States, Ohio, Kenton
About Me
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
Tony Hixon
Chief Executive Officer
Josh Robb
Partner, Director of Wealth Management & Chief Compliance Officer
Austin Wilson
Co-Portfolio Manager
Jessica Hinks
Senior Wealth Advisor
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
EC
Elizabeth Cook
Chief Compliance Officer
Magnolia Wealth Management LLC
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial