Patrick Chase, CIPM, PMP

Director, Technology & Performance Monitoring

Patrick is the Director of Technology & Performance Monitoring at Fiduciary Investment Advisors, LLC (FIA). As the director of the performance team he strives to ensure FIA’s pension, endowment, foundation and high net worth clients receive timely, accurate and insightful reporting. As the director of technology Patrick works to keep IT systems current and ensures employees can work productively to service our clients.

Prior to joining FIA, Patrick worked for SS&C managing portfolio accounting system implementations projects for insurance companies and asset managers. Patrick has also worked as Director of Operations for RIAs in the metro New York and Washington DC areas. Patrick has earned the right to use the Certificate in Investment Performance Measurement™ designation and the Project Management Professional™ certification from the Project Management Institute.

Education

  • Virginia Polytechnic Institute and State University, MBA
  • Frostburg State University, BA

Personal Interests

Coaching baseball and soccer, fishing, spending time with family