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

  • Speaking Engagement – Opal Endowment & Foundation Forum (November 2018)
  • Speaking Engagement – Council of NJ Grantmakers Investment Forum for Foundations and Endowments (November 2018)
  • White Paper – Committing to a Strong Governance Process Can Lead to Improved Investment Outcomes (February 2017)
  • Speaking Engagement – NACUBO Endowment & Debt Management Forum (February 2017)
  • Speaking Engagement – EACUBO 2016 Annual Meeting (October 2016)
  • Speaking Engagement – CAIS Tri-State Business Affairs Conference (May 2016)
  • Speaking Engagement – Connecticut Public Pension Forum 2016 Spring Conference (May 2016)
  • White Paper – Outsourced CIO: What Does it Mean to You? (October 2015)
  • Webinar – Operational Best Practices for Endowments & Foundations (November 2014)

Personal Interests

Golf, ice hockey, skiing

Contact Information

Email Mike
Phone: 860.697.7442