Chase is a national accounts manager at Breckinridge. In his role, he is responsible for relationship management and business development for national accounts. Chase has been with the firm since 2026 and has over six years of experience. Prior to Breckinridge, he was a member of Columbia Threadneedle’s Strategic Relations team where he was primarily responsible for cultivating partnerships with home office manager research and discretionary model portfolio teams. Chase holds a B.A. in economics from the College of the Holy Cross and is a CFA® charterholder.