Pathstone
Mike Chase has extensive experience in the financial and wealth management industry. Mike is currently working as a Managing Director at Pathstone, a U.S. based independently operated wealth advisory firm. Prior to their role at Pathstone, they served as a Partner at Rex Capital Advisors, an SEC Registered Investment Advisor, where they managed $700 million of assets under management. Mike founded and served as the Managing Director of Health Business Partners from 1997 to 2007 before joining Rex Capital Advisors.
Mike Chase completed their undergraduate education from Harvard University, where they earned an AB degree in Economics from 1980 to 1984. Later, they attended the Stanford University Graduate School of Business from 1987 to 1989. Further details about their degree, field of study, or any additional education are not provided.
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Pathstone
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Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com