Chase Davis is an Associate Financial Advisor for Convergent Financial Strategies, LLC, joining the firm in 2021.
Prior to joining Convergent Financial Strategies, Chase worked for The Bank of New York Mellon in their Wealth Management division. Chase worked alongside the portfolio and fiduciary managers for high-net-worth clients and their families. He was responsible for preparing client presentation materials and actively participating in client meetings to discuss client's current financial situation and their recent investment performance. Additionally, Chase worked on developing investment recommendations with the portfolio manager to help guide trading decisions amongst client accounts.
Chase has a Bachelor's degree in Economics from The Pennsylvania State University, and is currently enrolled at The American College of Financial Planning pursuing his Certified Financial Planning designation. He enjoys traveling, fitness, reading, and chess. Chase currently resides in Center City Philadelphia and is from State College, Pennsylvania.