Chase Sherer

Chase Sherer: Email & Phone Number

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Analyst at Vineyard Wealth Group|New York, New York, United States

Position:

Analyst at Vineyard Wealth Group

Location:

New York, New York, United States

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Last updated: 2026-07-22
Updated: 2026-07-22

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Work Experience 6 years

Analyst at Vineyard Wealth Group

May 2026 - Current

Analyst at Partners Group

May 2025 - Apr 2026

Member at Miami University Investment Banking Club

Feb 2023 - May 2025

Wealth Management Intern at Martha's Vineyard Investment Advisors

Jun 2024 - Aug 2024

Business Owner at Clean Machine Power Washing

Mar 2020 - Aug 2024

Wealth Management Intern at Merrill Lynch

Jul 2022 - Jul 2022

Chase Sherer started working in 2020, then the employee has changed 5 companies and 3 jobs. On average, Chase Sherer works for one company for 1 year 4 months.

Their professional focus is Finance, Leadership, and Time Management across 3 core areas.

Chase holds FMC Certification - Level I & II certifications.

Education

Miami University

Westlake High School

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