Michael Chase
Mike oversees the firm’s delivery of comprehensive investment and service solutions to our nonprofit client base and specializes in providing extensive investment consulting services to foundations, endowments and nonprofit organizations. He delivers advice and counsel on all areas of investment strategy and oversight including governance, asset allocation, mission-aligned investing, manager implementation, portfolio structure and overall investment policy. Mike leads the firm's Endowments and Foundations Business Council and is a member of the firm's Investment Committee, Discretionary Committee and Capital Markets Team. He joined the firm 2009.
Prior to joining the firm, he was an Associate in the Global Wealth Management division of AllianceBernstein, LP. Mike earned his MBA from the University of Connecticut School of Business and BA from Colgate University. He currently serves as a trustee and finance committee member of Covenant Preparatory School, an independent middle school providing tuition free education and guidance to boys from underserved communities in the Hartford area.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
