About the Chase Group of Wells Fargo Advisors
David J. Chase
Private Wealth Financial Advisor
David Chase is responsible for advising high net worth families, executives and institutions in support of investment, financing, risk management and wealth transition needs. David works closely with clients’ trusted tax and legal advisors on all matters, including wealth transfer, executive compensation plans and the sale of privately held businesses. He has met the stringent criteria and completed the required training to earn the Senior Private Investment Management (PIM) Portfolio Manager* designation at Wells Fargo Advisors as well as the requirements for the Private Wealth Financial Advisor Program. In 2022 and 2023 David was recognized by Forbes magazine as one of their Best-In-State Wealth Advisors** for Illinois.
Previously, David was a financial advisor with Credit Suisse and Bernstein Global Wealth Management. He was also president of Dana Chase Publications, Inc., a privately held media company, and managed the family’s investments and financial affairs. In 2006, he structured and negotiated the company’s sale to a leading private equity firm.
David is a graduate of DePauw University and earned his MBA from the University of Chicago’s Booth School of Business.
David and his wife live in suburban Chicago with their three children. When not working, studying the markets or spending time with family, he enjoys golf, skiing, fishing and being outdoors.