CHASE SNYDER, CFA
Director of Wealth Strategies, AWG
Investment Management Specialist, RJFS
Hi, I’m Chase! As an Investment Management Specialist at Aspire Wealth Group, I’m passionate about helping our clients achieve their financial goals, striving to act with integrity and put others first. My role involves reviewing the performance of investment portfolios, tracking market trends, and staying updated on relevant news and events that could impact investments. My core responsibilities include managing our core allocations, conducting extensive market research, and making portfolio construction decisions while meticulously evaluating the performance and risks associated with different investment options. I take a client-first approach, treating each portfolio with the same care I would for my own.
I’ve always been fascinated by numbers and the financial markets, which led me to pursue a career in this industry. Each day brings new learning opportunities, and I love the dynamic nature of my work. I also enjoy collaborating with our advisors to ensure each allocation is tailored to their clients’ unique needs. One of the most rewarding aspects of my career is developing strategies that help our clients navigate the ever-changing markets. It’s incredibly fulfilling to have a positive impact on their financial journeys.
I graduated from Bloomsburg University with a Bachelor’s Degree in Accounting and Finance. I have since earned my Series 7 and Series 66 licenses, and CFA designation—one of the highest distinctions in the investment management profession.
I currently live in Montoursville with my wife, Alexa, our son, Louie, and our golden retriever, River. Outside the office, you’ll often find me enjoying various sports, especially working on my below-average golf game.
