PROFESSIONAL PROFILE
Chase A. Smith
www.rbtwealth.com
Professional Approach
Chase has been in the financial services industry for over 15 years. One thing he has learned in that time is that the industry is ever-changing. Be it changes in the regulatory environment, economic shifts, or the introduction of new investment solutions—there is continually something new to learn and, in turn, share with clients.
Chase’s clients are at the heart of why he does what he does. He prides himself on being their advocate and ensuring he is someone his clients can truly trust and rely on. People who have worked hard their whole lives deserve someone in their corner, protecting what they have worked so tirelessly for. Chase feels blessed that many of his clients have become like family and that he has the opportunity to spend time with them outside of their professional relationships.
Prior to partnering with 435 Financial and later RBT Wealth, Chase worked in Manhattan for 12 years. During that time, he held positions with Lebenthal Asset Management as a junior portfolio manager and Cerity Partners, as part of their Executive Financial Counseling team. While working at these distinguished firms, Chase gained invaluable insight into both the fundamental aspects of investing as well as how to effectively navigate the complexities of financial planning associated with high-net-worth and ultra-high-net-worth families. He is excited to bring this diverse and crucial experience to his clients at RBT Wealth.
On a personal level, over the years Chase has coached and assisted various youth basketball and baseball programs. Currently, he is a member of Saint Rocco’s in Beacon and The Powelton Country Club in Newburgh. Chase and his wife, Nicole, welcomed their daughter, Isadora, in 2024. They also have four dogs: three German Shepherds and a Pitbull. Fun fact—Chase was his dad’s campaign manager when he successfully ran for state representative in Connecticut.