Julia Chase

Julia Chase: Email & Phone Number

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Financial Planning & Investment Associate at Rockefeller Capital Management|New York City Metropolitan Area, United States

Position:

Financial Planning & Investment Associate at Rockefeller Capital Management

Location:

New York City Metropolitan Area, United States

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Last updated: 2026-06-04
Updated: 2026-06-04

Found email addresses for Julia Chase:

Business emails:
j****e@rockco.com,
j********e@canoebrook.org
Personal emails:
j****e@sc.edu,
j****e@ub.edu

Found phone for Julia Chase:

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Work Experience 7 years

Financial Planning & Investment Associate at Rockefeller Capital Management

Apr 2025 - Current

Financial Advisor at UBS Financial Services

Jul 2022 - Apr 2025

Private Wealth Management Intern at UBS

Jun 2021 - Sep 2021

Business Development and Marketing Support at UBS

Jul 2020 - Sep 2020

Waitress at Canoe Brook Country Club

Jun 2019 - Aug 2019

Community Assistant at University of South Carolina

Mar 2019 - May 2019

Julia Chase started working in 2019, then the employee has changed 4 companies and 5 jobs. On average, Julia Chase works for one company for 9 months.

Julia holds **Registered States** AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY certifications and has been awarded President's List

Education

Bachelor of Arts - BA at University of South Carolina

Julia Chase Namesakes

Name
Company
Position
Julia Chase Garner
Senior Analyst
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Julia Chase
Incoming Associate Media Planner
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Julia Chase
Staff Pharmacist
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Other employees at Rockefeller Capital Management

Name
Company
Position
Kent Weaver
Senior Vice President
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Jack Hambidge
Incoming 2026 Summer Analyst
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Tripp Hammond
Investment Analyst
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Samba Siva
Lead Azure Data Engineer/Senior Consultant
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Jonathan Bouvier
Wealth Management Analyst
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Harry Shaia
Incoming Analyst
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Zach Ventura
Incoming Asset Management Summer Analyst
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