About the Chase Group of Wells Fargo Advisors

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David J. Chase
Managing Director-Investments
Senior 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.  David has also been 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 member of the board of advisors for Catholic Charities of Chicago and serves on the organization’s investment committee. He is a graduate of DePauw University and has an 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.
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Robert Balfour
Financial Advisor
Assistant Vice President

Robert Balfour has 10 years of experience as a wealth management professional. Often the first point of contact, Robert takes the time to understand the needs of clients to drive operational excellence on behalf of the team and its clients. Whether he is working with young professionals, business owners, or high net worth families, Robert is focused on providing clients with straightforward, comprehensive and unbiased advice.

He currently holds the FINRA Series 7, Series 63 and Series 65 registrations and is in the process of obtaining his CERTIFIED FINANCIAL PLANNER™ professional accreditation.

Robert resides in the West Loop of Chicago and is a graduate of the DePaul University Driehaus School of Business. While outside the office, he enjoys playing golf, spending time on the water and relaxing with family and friends.
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Mia Costarella
Private Wealth Registered Client Associate
Assistant Vice President

Mia Costarella has more than 30 years of industry experience. She is committed to delivering exceptional ongoing client service while ensuring timely and accurate attention to each client’s needs. She provides clients of The Chase Group of Wells Fargo Advisors with the high level of personalized attention needed by high net worth individuals and families.

Essential to her approach is the building of personal relationships with clients. Her listening skills and knowledge can help clients feel welcome and understood. Her attention to detail in the management of day-to-day operations is an asset to clients and The Chase Group.

Mia is a graduate of Eastern Illinois University and holds the FINRA Series 7, Series 8, Series 63 and Series 65 registrations. She currently resides in Chicago with her husband.