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

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Sustainability

Debunking the top five sustainable investing myths

April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
Family Legacy

When disaster strikes: How to give with intention and impact

April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
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