About the Client

Chase Investment Counsel is a family and employee-owned wealth management firm offering personalized investment services throughout Virginia and neighboring states. The firm was founded by Derwood S. Chase, Jr. in 1957. During the past 60 years, our relationships have often broadened from parents to children and grandchildren. We take pride in the durability of those relationships and our ability to help maintain and grow wealth over many economic and market cycles.

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The Team

  • CEO, Sondhelm Partners: Dan Sondhelm
  • Marketing Director, Sondhelm Partners: Frank Serebrin
  • Digital Director, Sondhelm Partners: Phaedra Perkins
  • CEO, Chase Investment Counsel: Jennifer King
  • President, Chase Investment Counsel: Peter Tuz