Joe Chase Location
- Portsmouth, NH, US
Joe Chase Work
- 2026 -now Sabbatical @
- 2025 -2026 Managing Director, Private Client Group @
- 2023 -2025 Managing Partner @ Lake Street Advisors
- 2020 -2022 Partner @ Lake Street Advisors
- 2015 -2019 Investment Manager @ Lake Street Advisors
- 2012 -2015 Investment Analyst @ Lake Street Advisors
- 2010 -2012 Investment Associate @ Single Family Office
- 2010 -2010 Financial Data Specialist @ ByAllAccounts
Joe Chase Education
- Suffolk University - Sawyer School of Management
BSBA (Finance)
- Proctor Academy
Joe Chase Skills
- Bloomberg Terminal
- Investment Strategies
- Equity Research
- Bloomberg
- Portfolio Management
- Excel
- Microsoft Office
- Salesforce.com
- Investments
- Mutual Funds
- Analysis
- Asset Allocation
- Strategy
- Equities
- Finance
- Trading
- Financial Markets
- Financial Analysis
- Microsoft Excel
- Financial Modeling
- Alternative Investments
- Financial Advisory
- Hedge Funds
- Data Analysis
- Microsoft Word
- Customer Service
- Analytical Skills
- Project Management
- PowerPoint
- Training
Joe Chase Summary
- Joe Chase, based in Portsmouth, NH, US, is currently a Sabbatical at Sabbatical. Joe Chase brings experience from previous roles at SCS Financial and Lake Street Advisors. Joe Chase holds a BSBA in Finance @ Suffolk University - Sawyer School of Management. With a robust skill set that includes Bloomberg Terminal, Investment Strategies, Equity Research, Bloomberg, Portfolio Management and more. Joe Chase has 1 emails and 1 mobile phone numbers on RocketReach.
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