Chase Smith is a Partner in the Beacon office with 12 years of financial industry experience. He spent 5 years working for Lebenthal Asset Management before moving over to Cerity Partners with CNBC pundit Jim Lebenthal. Chase worked on the All-Cap Value Strategy team with a focus on new idea generation, stock selection and trading. At Cerity Partners Chase moved from portfolio management and joined the NYEFC team providing comprehensive wealth planning and tax preparation to corporate executives and wealthy individuals. A graduate of Seton Hall University with a BS in Political Science, Chase worked at Smith Asset Management as a financial consultant before joining Lebenthal.