Michael J. Chase

Partner & Senior Consultant

Mike is a Partner and Senior Consultant at Fiduciary Investment Advisors, LLC (FIA), where he works primarily with the firm’s endowment and foundation and family clients. His range of expertise includes asset allocation/investment portfolio construction, capital markets analysis, investment manager evaluation and fiduciary governance oversight. Mike chair’s the firms Endowment & Foundation Committee and is a member of the firm’s Discretionary Investment Services Committee, which is responsible for the oversight and management of the firm’s discretionary investment portfolios. In addition, Mike remains a contributing member of the firm’s manager research group, where he focuses primarily on private investment strategies.

Prior to FIA, he was an Associate in the Global Wealth Management division of AllianceBernstein, LP.

Education

  • University of Connecticut School of Business, MBA
  • Colgate University, BA

Outside Activities

  • Covenant Preparatory School, Board of Trustees
  • Delta Upsilon Society of Colgate Foundation, Chairman, Member of Investment Committee

Speaking Engagements & Publications

Personal Interests

Golf, ice hockey, skiing

Contact Information

Email Mike
Phone: 860.697.7442