Chris Chase

Managing Director, Wealth Advisor

Chris is a Managing Director, Wealth Advisor at Cresset. In this role, Chris serves as a financial advisor to wealthy families, entrepreneurs, private equity professionals, and the non-profit community. He takes a flexible and comprehensive approach to advising clients on all aspects of their financial lives, with the goal of identifying and solving for key pain points. This work includes structuring tax-efficient investment portfolios and multi-generational wealth planning, in coordination with the client’s outside attorneys, accounts, and other professionals. Chris also assists founders and other highly concentrated shareholders to implement early-stage tax and estate planning strategies in anticipation of liquidity events.

He has 23 years of financial services experience, with more than 20 years in the investment management industry. He began his career on the Pacific Stock Exchange options trading floor before transitioning to the Private Client Services Group at Montgomery Securities in 1999. He continued his practice at Lehman Brothers and Credit Suisse before joining First Republic in 2015.

Chris holds a Bachelor of Arts in economics and business from East Carolina University.

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