Chase joined the firm in 2021 as a Vice President, Senior Relationship Manager as part of the PSDLAF and NYLAF transition to PMA.

For nearly 15 years prior to joining PMA, Chase served as an Associate Director at RBC Global Asset Management (U.S.) Inc.

Chase continues to help lead the team efforts as they serve schools and municipalities in the Commonwealth of Pennsylvania and State of New York by managing cash flows, structuring proactive investment recommendations, along with other cash management needs including banking services.

Chase graduated from Cairn University with a Bachelor of Science in Business Administration and holds his Series 7, 66, 50 and 24 securities licenses.