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

Markets

The next chapter: Diving deeper into the tariff saga

May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
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