
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

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June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
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