Chase Purnell

Finance professional and University of Miami graduate with a B.B.A. in Finance. CFA candidate with experience across private wealth management and regulatory supervision. Proven ability to conduct due diligence, manage high-net-worth client relationships, and leverage quantitative skills to drive investment decisions and identify risk.

Strong background in alternative investments, data analysis, and portfolio administration. A dedicated analyst who successfully engineered a system to identify over $2 million in fraudulent transactions in a prior role.

Experience

Alternative Investment Analysis: Due diligence on private equity, hedge fund, and venture capital managers.

Portfolio Management: Asset allocation analysis, client portfolio construction, and ongoing administration for a $700M AUM client base.

Quantitative & Data Analysis: Factor-based modeling with machine learning , high-risk trading pattern detection, and data analytics with Python and Microsoft Power BI.

Client Relationship Management: Managed the full client lifecycle for high-net-worth families.

Financial Software & Platforms: Proficient in Bloomberg Terminal, PitchBook, Addepar, Fidelity/Schwab platforms, and Advanced Excel.

• Market & Securities Research: Authored investment recommendations on market trends and identified potential high-growth targets.

Finance professional and CFA Candidate with a background in asset management and market research. My experience in private wealth at a multi-family office and UBS was focused on supporting high-net-worth clients, where I applied rigorous data analysis and investment research to conduct due diligence on private equity, hedge fund, and venture capital managers.

Complementing this is my experience at FINRA, where I developed my skills in risk detection and operational efficiency, and led a cross-functional project between the Risk and Member Supervision units to identify weaknesses in PPP loan fraud. I am a dedicated self-starter passionate about using data to streamline processes and drive value.

Skills

• Investment Management: Asset Allocation, Due Diligence, Portfolio Administration, Equity Research
• Quantitative Analysis: Financial Modeling, Data Analytics, Factor-Based Modeling
• Financial Platforms: Bloomberg Terminal, PitchBook, Addepar, Fidelity/Schwab

• University of Miami graduate - B.B.A. in Finance
• CFA candidate