Family Wealth Advisor
CurrentHelping individuals and families reduce stress and maximize the potential of reaching their financial goals with unbiased advice.
Sep 2019 - Present
AeroLeads people directory · profile
Chase Reid, Cfa, Cpwa® Email & Phone Number
Family Wealth Advisor at Stonekeep Investments, LLC
at
Stonekeep Investments, LLC
1 work email found
@westwoodgroup.com
3 phones found area 615 and 214
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Family Wealth Advisor at Stonekeep Investments, LLC
Location
Santa Fe, New Mexico, United States
Who is Chase Reid, Cfa, Cpwa®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Chase Reid, Cfa, Cpwa® is listed as Family Wealth Advisor at Stonekeep Investments, LLC at Stonekeep Investments, LLC, based in Santa Fe, New Mexico, United States. AeroLeads shows a work email signal at westwoodgroup.com, phone signal with area code 615, 214, and a matched LinkedIn profile for Chase Reid, Cfa, Cpwa®.
Chase Reid, Cfa, Cpwa® previously worked as Family Wealth Advisor at Stonekeep Investments, Llc and Private Wealth Advisor at Westwood Holdings Group, Inc.. Chase Reid, Cfa, Cpwa® holds Bachelor Of Arts (B.A.), Major: Economics, Minor: Financial Economics from Vanderbilt University.
Company email context
Email format at Stonekeep Investments, LLC
This section adds company-level context without repeating Chase Reid, Cfa, Cpwa®'s masked contact details.
*@westwoodgroup.com
68% confidence
AeroLeads found 1 current-domain work email signal for Chase Reid, Cfa, Cpwa®. Compare company email patterns before reaching out.
Profile bio
About Chase Reid, Cfa, Cpwa®
Stonekeep Investments' mission is to help individuals and families reduce stress and maximize the potential of reaching their financial goals with unbiased advice.
Listed skills include Financial Analysis, Portfolio Management, Equity Research, Equity Trading, and 10 others.
Current workplace
Chase Reid, Cfa, Cpwa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Chase Reid, Cfa, Cpwa® work experience
A career timeline built from the work history available for this profile.
Private Wealth Advisor
Mar 2018 - Sep 2019
Associate Analyst
Feb 2017 - Mar 2018
Research Associate
Dec 2013 - Feb 2017
Intern Research Associate
Aug 2013 - Dec 2013
Equity Research Intern
Built financial models for publicly listed US retail companies. Developed research reports to aid in the development of investment recommendations which included on-site price comparisons, phone surveys, and social media monitoring.
Feb 2013 - May 2013
Jul 2010 - Oct 2012
2 education records
Chase Reid, Cfa, Cpwa® education
Bachelor Of Arts (B.A.), Major: Economics, Minor: Financial Economics
Education record
FAQ
Frequently asked questions about Chase Reid, Cfa, Cpwa®
Quick answers generated from the profile data available on this page.
What company does Chase Reid, Cfa, Cpwa® work for?
Chase Reid, Cfa, Cpwa® works for Stonekeep Investments, LLC.
What is Chase Reid, Cfa, Cpwa®'s role at Stonekeep Investments, LLC?
Chase Reid, Cfa, Cpwa® is listed as Family Wealth Advisor at Stonekeep Investments, LLC at Stonekeep Investments, LLC.
What is Chase Reid, Cfa, Cpwa®'s email address?
AeroLeads has found 1 work email signal at @westwoodgroup.com for Chase Reid, Cfa, Cpwa® at Stonekeep Investments, LLC.
What is Chase Reid, Cfa, Cpwa®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 615, 214 for Chase Reid, Cfa, Cpwa® at Stonekeep Investments, LLC.
Where is Chase Reid, Cfa, Cpwa® based?
Chase Reid, Cfa, Cpwa® is based in Santa Fe, New Mexico, United States while working with Stonekeep Investments, LLC.
What companies has Chase Reid, Cfa, Cpwa® worked for?
Chase Reid, Cfa, Cpwa® has worked for Stonekeep Investments, Llc, Westwood Holdings Group, Inc., Westwood Holdings Group, Avondale Partners, and St. Louis Cardinals.
How can I contact Chase Reid, Cfa, Cpwa®?
You can use AeroLeads to view verified contact signals for Chase Reid, Cfa, Cpwa® at Stonekeep Investments, LLC, including work email, phone, and LinkedIn data when available.
What schools did Chase Reid, Cfa, Cpwa® attend?
Chase Reid, Cfa, Cpwa® holds Bachelor Of Arts (B.A.), Major: Economics, Minor: Financial Economics from Vanderbilt University.
What skills is Chase Reid, Cfa, Cpwa® known for?
Chase Reid, Cfa, Cpwa® is listed with skills including Financial Analysis, Portfolio Management, Equity Research, Equity Trading, Sports, Social Media, Financial Modeling, and Investments.
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