Chase Rosa - Adviser Investments

Chase Rosa

Client Service

Chase joined Adviser Investments in 2022 as a client service associate. He started his career in 2017 at Equality Asset Management, where he was the firm’s first employee. In 2020, Chase founded the Driving Force Podcast, where he interviews elite performers across sports, business, and wellness. His guests have included retired Navy SEALs, CEOs of billion-dollar companies, and Ironman World Champions. He graduated from Bentley University in 2017 with a B.S. in Finance.

For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.

Financial Planning

Estate Planning

Investment Management

401(k) Advisory

Tax Services

Retirement Planning

A Wealth Team
Centered Around You

Our first—and most important—step is getting to know you. Your personal relationship team will work with you to develop a full understanding of your financial needs and goals—as well as your passions, values and aspirations.

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