Chris Chase is a Managing Director and Wealth Manager on the Maidman/Chase/Ralston team at First Republic Investment Management. The team joined First Republic Investment Management in 2015 from Credit Suisse Private Banking.
Mr. Chase specializes in helping founders and other highly concentrated shareholders of privately-held companies implement early stage tax and estate planning strategies in anticipation of liquidity events. He also manages the restricted stock transactions for public company executives. In addition, Mr. Chase advises clients on asset allocation and wealth preservation strategies.
Mr. Chase’s previous investment experience also includes roles at Lehman Brothers, Banc of America, and Montgomery Securities. Previously, he worked on the Pacific Coast Stock Exchange trading floor and for a commodities trading firm in Los Angeles.
Chris holds a Bachelor of Arts in Economics and Business from East Carolina University.
Wealth Management Experience: Since 1998
Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.
Check the background of this investment professional on FINRA’s BrokerCheck.