Chad Chase, vice president and trust officer of The Trust Company, was recently awarded the Certified Trust and Financial Advisor designation from the Institute of Certified Bankers, a subsidiary of the American Bankers Association, in Washington, D.C.
The designation is awarded to individuals who demonstrate excellence in the field of wealth management and trust. To qualify for the certification, individuals must have certain levels of experience and education in the trust profession, pass an exam, and agree to abide by a code of ethics. The exam covers many areas including fiduciary and trust activities, financial planning, tax law and planning, investment management and ethics.
Chase received his bachelor’s degree in finance with a minor in music from Kansas State University in 2000, and his juris doctor from the University of Nebraska College of Law in 2007. He is a member of the Riley County and Kansas Bar Associations and a board member of the Kansas Bankers Association Trust Division. Civically, Chase serves as chairman of the board of the Flint Hills Community Clinic, treasurer of the Riley County Bar Association, and is on the Board of Leadership Manhattan.
The Trust Company is the area’s only independent investment advisory and trust administration firm, with client portfolio assets exceeding $575 million and 21 employees located in offices in Manhattan and Columbia, Mo.