Charles R. Johnson

Financial Analyst, Analyst

Chase is a Financial Analyst at Rockefeller Capital Management. Primary duties include investment analysis and portfolio construction with an emphasis on secular growth trends and emerging technologies in e-commerce, software and the life sciences. Chase works directly with the Trust and Tax planning group to help clients determine optimal asset location and transfer strategies.

Chase is Series 7 and 66 licensed and graduated from University of Southern California in 2018 with a Bachelor of Science Degree in Business Administration.