Ms. Chase joined PCA in 2011. She provides services for both PCA and clients, including facilitating weekly internal task review meetings, reporting of client portfolio performance, providing quality control and editorial reviews for internal and client related materials and projects as well as firm operational responsibilities.
Prior to PCA, Ms. Chase served as a Legal Assistant at Schwindt Richardson law firm. Her duties included managing attorney calendars, serving as the point of contact for clients, reviewing and composing legal documents, as well as maintaining the electronic and physical filing system.
Ms. Chase serves as a Board Member for Betties360, a non-profit organization, and is a member of the Portland Women in Investment Management Group.
Ms. Chase earned her Bachelor of Arts in Spanish with a Business minor from the University of Kansas in Lawrence, Kansas. In 2014, Mr. Chase earned an Investment Foundations® certificate from the CFA Institute.