Cadaret Grant
Chase Cavanaugh is an accomplished Trader at Cadaret Grant, responsible for executing various trades, including equities, options, mutual funds, CDs, and treasury trades, while ensuring the swift resolution of any trade errors. Previously, as the Healthcare Sector Leader in the SUNY Oswego Investment Club, Chase managed the healthcare portfolio through fundamental analysis, conducted in-depth research on companies within the S&P 500 and Russell 2000 indices, and successfully led a team in presenting a buy proposal for Bristol-Myers Squibb. Chase holds a Bachelor of Science in Finance from the State University of New York at Oswego, earned in May 2020.
Cadaret Grant
As one of the largest privately owned independent broker/dealers, Cadaret Grant gives financial advisers the freedom to build practices based on honesty, integrity, class and independent thinking. We serve over 900 entrepreneurial-spirited financial advisers nationwide and provide them with the support and resources they need to develop lasting client relationships. At Cadaret Grant, our business philosophy is best summed up in two words: independent thinking.