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.
March, 2023 - present