Chase Cavanaugh serves as an Investment Operations Associate and is responsible for trade order creation and execution while ensuring investment allocations are aligned with client investment objectives.
Prior to joining Beacon Wealth, Chase held a position as a Trader at Atria Wealth Solutions. In this role, he assisted financial advisors with executing trades across equities, mutual funds, options, and fixed income products ensuring best execution standards. He holds a Series 66 license.
Chase graduated from SUNY Oswego in 2020 with a Bachelor of Science in Finance and participated in his college’s Investment Club holding a Senior Analyst role which entailed leading a team of analysts and analyzing companies using a fundamental analysis approach.
In his spare time, Chase enjoys training jiu-jitsu, wrestling, and kickboxing at his local MMA gym in Phoenix, NY, exploring the Adirondacks, reading, fishing, golfing, and spending time with family and friends. He’s a parishioner at St. Sophia’s Greek Orthodox Church in Syracuse, NY.