Carrick Wealth
Courtney Chase is an experienced financial professional currently serving as a Private Wealth Manager at Carrick Wealth since August 2017, a company recognized as the fastest-growing brokerage globally. Prior to this role, Courtney held the position of Regional Manager at Carrick Development Academy. Courtney's experience also includes working as a Wealth Manager at Wealth Solutions Capital from May 2013 to August 2017, where responsibilities involved assessing clients' financial situations and developing tailored financial strategies. Additionally, Courtney worked as a Junior Auditor at Chase Stewart and as a Trader at The Poker Farm. Educational credentials include a Certificate in Wealth & Investment Management from The Chartered Institute for Securities & Investment (2019) and an RE5 designation from the Financial Planning Institute of South Africa (2016).
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Carrick Wealth
Carrick Wealth are leaders in offshore wealth and capital management. The Carrick Wealth seal carries with it the principles of trust, professionalism and partnership. We offer independent financial advice to a diverse range of highly successful individuals, and a comprehensive spectrum of the finest financial solutions through well-respected international financial institutions. Above all else, service to clients is our raison d’être. With boutique-style personal attention and one-on-one advice, in the Carrick realm the client is most certainly king.