Malcolm Greene Chace

Current Employers

Employment History

• 03/2013 → 07/2018
  Whalerock Point Partners, Llc
  Providence, RI
• 08/2018 → Present
  Canton Hathaway Llc
  Providence, RI

Previous Registrations

• 2015-03-27 → 2018-08-07
  Whalerock Point Partners, Llc
  West Palm Beach, FL
• 2009-09-16 → 2013-03-04
  Oppenheimer & Co. Inc.
  Providence, RI
• 1997-09-29 → 2012-09-25
  Baldwin Wealth Partners, Llc
  Providence, RI

Other Businesses

MALCOLM CHACE IS THE OWNER OF EMB, LLC AT 1 WEST EXCHANGE STREET, STE 3202, PROVIDENCE , RI 02903 SINCE 2018. FAMILY OFFICE PROVIDING ADMINISTRATIVE, ACCOUNTING, AND INVESTMENT RELATED OVERSIGHT FOR FAMILY ACCOUNTS. HE SPENDS APPROX 10 HOURS PER WEEK ON THIS ACTIVITY DURING TRADING HOURS. MALCOLM CHACE IS A BOARD MEMBER OF DROMOLAND CASTLE, IRELAND SINCE 2000. HIS DUTIES INCL. FINANCIAL OVERSIGHT, MANAGEMENT OF HOTEL IN GENERAL. HE SPENDS APPROX 1 HOUR PER WEEK ON THIS ACTIVITY DURING TRADING HOURS. MALCOLM CHACE IS THE OWNER OF SEVERAL CHACE CAPITAL HOLDINGS, LLCS AT 1 WEST EXCHANGE STREET, STE 3202, PROVIDENCE , RI 02903, SINCE 2015. EACH LLC SERVES AS A FAMILY INVESTMENT VEHICLE FOR POOLING FAMILY FUNDS TO MAKE PRIVATE INVESTEMTNS. NO OUTSIDE INVESTORS ARE SOLICITED. MR. CHACE MAY RECEIVE ALLOCATIONS OR DISTRIBUTIONS OF INVESTMENT INCOME, BUT NO ADVISORY FEES ARE EARNED. HE SPENDS APPROX 10 HOURS A MONTH ON THIS ACTIVITY DURING TRADING HOURS. MALCOLM CHACE IS TRUSTEE FOR VARIOUS FAMILY MEMBERS TRUSTS: BARBARA B. CHACE REVOCABLE TRUST U/A/D/ 9/17/03 - CO-TRUSTEE JONATHAN C. GOULD TRUST DTD 4/25/95 - TRUSTEE RYAN T. CHACE TRUST DTD 2/23/97 - TRUSTEE JOHN B. CHACE TRUST DTD. 4/24/99 - TRUSTEE MALCOLM G. CHACE TRUST DTD 4/24/95 - TRUSTEE MALCOLM G. CHACE IV ET AL TRUST DED 11/30/66 - TRUSTEE THE MALCOLM G. CHACE, JR. QTIP TRUST - TRUSTEE MALCOLM G. CHACE, JR. REVOCABLE TRUST - 2002 - TRUSTEE ELIZABETH E. CHACE ET AL TRUST DED 11/30/66 - TRUSTEE BARBARA B. CHACE ET AL TRUST DTD. 11/30/66 - CO-TRUSTEE ANNABEL GOULD TRUST - CO-TRUSTEE BROOKE ULEHLA TRUST - CO-TRUSTEE MICHAEL PELTON TRUST - CO-TRUSTEE MATTHEW CHACE PELTON TRUST - CO-TRUSTEE RUBY SUNDELL TRUST - CO-TRUSTEE APPOINTIVE TRUST U/A 10/1/07 - CO-TRUSTEE DANA SUNDELL TRUST DTD 1/2/03 - TRUSTEE ELIZABETH SUNDELL FAMILY IRREV TRUST DTD 10/27/05 - TRUSTEE MALERIN IRREV FAMILY TRUST - TRUSTEE BARBARA B. CHACE FAMILY TRUST U/A 8/8/12 - CO-TRUSTEE BARBARA B. CHACE IRREV TRUST U/A 11/11/05 - CO-TRUSTEE BARBARA CHACE REV TRUST 9/17/2023 - TRUSTEE MALCOLM G. CHACE TRUST U/A 8/11/96 - CO-TRUSTEE MALCOLM CHACE JR. TRUST U/A 6/9/93 - CO-TRUSTEE

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-12-31
• S65 Uniform Investment Adviser Law Examination
  1996-08-08

Other Names

• Malcolm Greene Chace
• Malcolm Gerrne Chace
• Malcolm G, Chace
• Malcolm Greene Chace