Ms. Chase has over twenty years of private banking and investment advisory experience working with families, current and retired executives 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 and private foundations and focused on stock option planning for corporate executives. Ms. Chase uses her tax background in conjunction with her investment experience to create customized 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: 20 years
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