Chase CurtisChase Curtis, CFA®Vice PresidentInvestment Associate
About Chase
Chase Curtis is a Vice President and Investment Associate at J.P. Morgan Wealth Management.
A Chartered Financial Analyst® (CFA®) who also holds the Chartered Alternative Investment AnalystSM (CAIA®) designation, Chase is focused on portfolio management, equity research and alternative investment analysis.
Chase joined J.P. Morgan with The Atwood Group in 2023 from First Republic, where he had served as Director and Investment Specialist since 2022. He was previously a National Accounts and Advisor Consultant with Payden & Rygel, a leading global investment manager based in Los Angeles. In that role, Chase was responsible for advising RIAs, family offices, bank trusts and broker/dealers on portfolio construction. He began his career with MFS Investment Management.
A graduate of Denison University, Chase received a B.A. in Economics. He is a member of Bottom Line, Boston's Emerging Leaders Council.
Insights
Investing
Unpacking the case for inclusivity in your portfolio
September 25, 2024Clients are asking what inclusive investing really means within their investment portfolios, and what integrating these considerations can deliver.Read Now
Markets
Rate cut breakdown: What you need to know now
September 20, 2024We examine the Fed's historic move and what it could mean for your portfolio.Read Now
Outlook
September 2024 Fed meeting: Fed cuts rates by half point to support economy
September 19, 2024The Federal Reserve lowered interest rates for the first time in four years, thanks to welcome progress on its dual goals of restoring price stability and achieving maximum employment.Read Now
Wealth Planning
7 strategies to consider before year-end
September 18, 2024As the year comes to a close, here are seven strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Wealth Planning
Three ways you can amplify your impact as a donor
September 17, 2024We’ve collected top actions donors are taking.Read Now
Markets
How did the markets respond to the U.S. Presidential debate?
September 13, 2024We examine shifts in U.S. election odds and financial markets after the first Trump–Harris meeting.Read Now
Business
Business succession planning: Valuing your business
September 12, 2024Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Outlook
August 2024 CPI Report: Inflation cooled, edging closer to the Fed's target
September 12, 2024The August 2024 CPI report moderated to 2.5% year-over-year, cementing the likelihood that the Fed will begin cutting rates next week.Read Now
Wealth Planning
Retirement and estate planning for unmarried couples
September 12, 2024Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowInvesting
Unpacking the case for inclusivity in your portfolio
September 25, 2024Clients are asking what inclusive investing really means within their investment portfolios, and what integrating these considerations can deliver.Read NowMarkets
Rate cut breakdown: What you need to know now
September 20, 2024We examine the Fed's historic move and what it could mean for your portfolio.Read NowOutlook
September 2024 Fed meeting: Fed cuts rates by half point to support economy
September 19, 2024The Federal Reserve lowered interest rates for the first time in four years, thanks to welcome progress on its dual goals of restoring price stability and achieving maximum employment.Read NowWealth Planning
7 strategies to consider before year-end
September 18, 2024As the year comes to a close, here are seven strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowWealth Planning
Three ways you can amplify your impact as a donor
September 17, 2024We’ve collected top actions donors are taking.Read NowMarkets
How did the markets respond to the U.S. Presidential debate?
September 13, 2024We examine shifts in U.S. election odds and financial markets after the first Trump–Harris meeting.Read NowBusiness
Business succession planning: Valuing your business
September 12, 2024Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowOutlook
August 2024 CPI Report: Inflation cooled, edging closer to the Fed's target
September 12, 2024The August 2024 CPI report moderated to 2.5% year-over-year, cementing the likelihood that the Fed will begin cutting rates next week.Read NowWealth Planning
Retirement and estate planning for unmarried couples
September 12, 2024Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
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