Joseph W. Chase, CFA

Joseph W Chase

Partner and Investment Advisor

Joe Chase is a Partner and Investment Advisor at Lake Street Advisors. He is responsible for portfolio management, strategy development and implementation, and investment research. Joe also leads the firm’s Business Development efforts. He began working at Lake Street in 2012, and was promoted to Partner in 2020.

Joe discovered his passion for investing at an early age. After buying his first mutual fund in high school, Joe opened a brokerage account in college to begin trading stocks. His love for investing grew rapidly, and shortly after college Joe started managing an equity portfolio for a single-family office, splitting his time between Coral Gables, FL, and Newport, RI. While living in Florida, Joe began investing in single-family homes in the Jacksonville, FL, market, at first flipping homes and later holding houses as rental properties. Those properties have since been sold to diversify into many of the same investments that Joe recommends for his clients today in his role at Lake Street.

Joe graduated from Suffolk University with a BSBA in finance. He is a CFA® Charterholder and a member of CFA Society Boston. After spending time in Massachusetts, Florida, and Rhode Island, Joe returned to his native state of New Hampshire in 2015. He lives in downtown Portsmouth with his wife and daughter. They enjoy spending time outdoors at the beach and in the mountains, and fixing up their 200-year-old brownstone home. Joe is also an avid runner and has completed a marathon and several half marathons.