Partner | Wealth Manager
Growing up on the north shore of Boston, Josh Chase has always had an interest in finance, and became a financial advisor to help people and build meaningful relationships. Josh graduated from the University of Massachusetts, Amherst with a degree in Political Science and History. Josh was also a collegiate runner.
After graduation, Josh began his career in financial services when he began working as a mortgage loan officer. Soon thereafter, he transitioned to the investment side of the business and obtained his Series 3 and Series 65 licenses.
Today Josh lives in Sunrise, Florida and works in Kingsview’s Ft. Lauderdale office on the client advisory team.
When he isn’t helping clients with advanced tax and wealth strategies, Josh enjoys snowboarding, working out, and watching Boston sports. He also enjoys spending time with his wife Megan.