Ms. Chase has over two decades of private banking and investment advisory experience working with high net worth families, executives, business owners and private foundations. Prior to joining First Republic in 2015, Ms. Chase spent several years with Credit Suisse Private Bank and Lehman Brothers. She began her career with JPMorgan Private Bank, working in the fiduciary tax group where she prepared tax returns for trusts, estates and private foundations. She also focused on stock option planning for corporate executives during the dot-com bubble. Ms. Chase uses her tax background in conjunction with her investment experience to create customized financial plans and portfolios for her clients.
Ms. Chase received a Bachelor of Science in Accounting from the University of Delaware and a Masters of Science in Taxation from Widener University. She served ten years on the Board of Directors for the Wooden Floor located in Santa Ana, CA.
Wealth Management Experience: Since 1993
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