
Sign up to save your podcasts
Or


’ve worked in financial planning, investment management, and portfolio design for the past 15 years. Most of those years were spent as a Financial Consultant at the worlds largest private brokerage/mutual fund company. Over this time, I amassed multiple awards, licenses, and professional executive certificates one of which was from the prestigious Rice University in Financial Planning. Over this time I built a book of business in the High Multiple 100MM’s of assets under administration and have fortune 500 CEO’s, CFO’s and CIO’s as clients, as well as a few professional athletes. My entire life has revolved around market speculation, analysis, research and trading. During this period I sharped my tools and also used the time and resources to see “how the sauce was made.”
By Chase McPheeters’ve worked in financial planning, investment management, and portfolio design for the past 15 years. Most of those years were spent as a Financial Consultant at the worlds largest private brokerage/mutual fund company. Over this time, I amassed multiple awards, licenses, and professional executive certificates one of which was from the prestigious Rice University in Financial Planning. Over this time I built a book of business in the High Multiple 100MM’s of assets under administration and have fortune 500 CEO’s, CFO’s and CIO’s as clients, as well as a few professional athletes. My entire life has revolved around market speculation, analysis, research and trading. During this period I sharped my tools and also used the time and resources to see “how the sauce was made.”