Chad Chase Email & Phone Number
Managing Principal - Senior Advisor @ CGN Advisors, LLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Chad Chase Location
- Manhattan, KS, US
Chad Chase Work
- Managing Principal - Senior Advisor @ (April 2016 - Present)
- Vice President and Trust Officer @ (July 2008 - March 2016)
- Attorney @ Knopp & Bannister, PA (January 2007 - January 2008)
- Risk Management Officer @ Verus Bank (January 2002 - January 2004)
- Credit Analyst @ (January 2000 - January 2002)
Chad Chase Education
- Institute of Certified Bankers
Certified Trust & Financial Advisor
2012-2012 - University of Nebraska College of Law
Juris Doctor
2004-2007 - Kansas State University
Bachelor of Science (B.S.) (Finance, General)
1997-2000 - Butler Community College
Associate of Science (A.S.)
1995-1997
Chad Chase Skills
- 401k
- Asset Allocation
- Asset Management
- CTFA
- Customer Service
- Estate Planning
- Fiduciary Services
- Financial Planners
- Financial Planning
- IRAs
- Investment Advisory
- Investment Management
- Investments
- Leadership
- Personal Financial Planning
- Piano Playing
- Portfolio Management
- Retirement Planning
- Risk Management
- Strategic Planning
- Trust Management
- Trust Services
- Wealth
- Wealth Management
- Wealth Management Services
- Litigation
- Analysis
- Microsoft Office
- Management
Chad Chase Summary
- Chad Chase, based in Manhattan, KS, US, is currently a Managing Principal - Senior Advisor at CGN Advisors. Chad Chase brings experience from previous roles at The Trust Co., Knopp & Bannister, PA, Verus Bank and UMB Bank. Chad Chase holds a 2012 - 2012 Certified Trust & Financial Advisor @ Institute of Certified Bankers. With a robust skill set that includes 401k, Asset Allocation, Asset Management, CTFA, Customer Service and more. Chad Chase has 4 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Chad Chase?
Find contact details for 700 million professionals.
Top CGN Advisors, LLC Employees
Mike Greim
Managing Principal - Investments
Manhattan, KS, US
Chad Chase
Managing Principal - Senior Advisor
Manhattan, KS, US
Kathy Switzer
Senior Operations Associate
Manhattan, KS, US
Chris Moore
Registered Investment Advisor
Atlanta, GA, US
Brent Lince
Investment Advisor Representative
Hillsboro, OR, US
Cheryl Krueger
Investment Advisor Representative
Schaumburg, IL, US
Justin Nichols
Managing Principal - Operations
Manhattan, KS, US
Kendall Smith
Client Services Associate
Topeka, KS, US
Lindsay Adams
Certified Farm Succession Coordinator
Manhattan, KS, US
Kailen Jacobsen
Client Services Associate
Manhattan, KS, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co