Chase Kenner, Cfp® Email & Phone Number

Chase began his finance career in 2009 as an advisor for a major private wealth institution. His deep understanding of economics and cyclicality led to his role as Chief Strategist and Director of Equity Research for a billion-dollar, PE-backed asset management firm. This role allowed Chase to develop a useful skillset in assessing and projecting behavior across multiple sectors, asset classes and economic cycles; a skillset that is critical at Final Ascent in executing an effective sales strategy for our clients.Chase's research and valuation skills became key when his prior firm pursued growth through acquisitions, allowing him to assist their buy-side M&A deal team. In 2019, Chase chose to make dealmaking his full-time career. Chase is a Partner and Vice President of Strategy at Final Ascent. When the time is right, Chase helps mid-market business owners find a buyer for their business. He does this by creating a confidential and competitive bid process made up of both strategic and financial buyers. Having 15 years of experience in the Wealth Management industry, and earning the CERTIFIED FINANCIAL PLANNER™ designation, Chase is passionate about understanding the goals of his clients so that the sales process is executed intentionally.Chase graduated from the University of Louisiana and currently resides in Lafayette with his wife Megan and their two children. When he’s not working deals Chase enjoys fishing on the beautiful Louisiana coast or spending time at the family farm.

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  University Of Louisiana At Lafayette

  Business Administration And Management