Careers, Leadership

The State of the Financial Markets – Chase Robertson – BSW #159

Chase Robertson, the CEO at Robertson Wealth Management, joins us to discuss the state of the financial markets in 2020 and beyond.

Full episode and show notes

Guest

Chase Robertson
Chase Robertson
CEO at Robertson Wealth Management, LLC

Mr. Chase Robertson has over 12 years of experience in Investments, Private Equity, Investment Banking and Corporate Banking. Prior to assuming the CEO position at Robertson Wealth Management, Chase Robertson served as Managing Director of Robertson Global Credit; the private capital team of a large Texas based family office group and a Principal and Co-Head of Energy at Industry Capital. Industry Capital is a 1.9 Billion AUM
private Equity firm that manages money for Institutional clients. Those clients include Texas Teacher Retirement System, the City of Chicago, the State of Vermont, Sovereign Governments and UHNW families globally. Prior to Industry Capital, Chase Robertson was a Senior Officer of IBERIABANK, the publicly traded Louisiana
based bank. Previously, Chase Robertson served in managerial and operational roles at Robertson Wealth Management and was a member of the proprietary trading desk of Next Financial Group. Chase Robertson is a graduate of the Rawls College of Business at Texas Tech University with a BBA in Management.

Hosts

Matt Alderman
Matt Alderman
Executive Director at CyberRisk Alliance
Jason Albuquerque
Jason Albuquerque
Chief Operating Officer at Envision Technologies
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