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350 Old Ivy Way, Suite 100, Charlottesville, VA 22903-4897 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-05-06 |
| VA | RA | APPROVED | 1997-09-26 |
Branch Locations
350 Old Ivy Way, Suite 100, Charlottesville, VA 22903-4897 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chase Investment Counsel Corp. | Charlottesville | VA | 06/1997 | Present |
CHAIRMAN OF INVESTMENT COMMITTEE; OCTOBER 1, 2017 IS START DATE; 3 HOURS PER MONTH. RIPON COLLEGE, RIPON, WISCONSIN. THE BOARD OF TRUSTEES HELPS GOVERN THE COLLEGE AND THE INVESTMENT COMMITTEE SETS INVESTMENT POLICY FOR THE SCHOOLS ENDOWMENT AND OTHER FUNDS, WORKS WITH OUTSIDE CONSULTANT IN IMPLEMENTING POLICY, SELECTING MANAGERS, REVIEWING ACCOUNTS, ETC. CICC IS PRECLUDED FROM BUSINESS WITH THE SCHOOL AS LONG AS I AM A BOARD MEMBER. MEMBER OF COMMITTEE OF FARMINGTON COUNTRY CLUB CHARGED WITH REVIEWING BENEFIT PLANS FOR CLUB EMPLOYEES INCLUDING SELECTING MUTUAL FUNDS FOR EMPLOYEE RETIREMENT PROGRAMS. MARCH 2015 IS START DATE. APPROXIMATELY EIGHT HOURS PER YEAR. FARMINGTON COUNTRY CLUB, CHARLOTTESVILLE, VA. THE COMMITTEE SELECTS MUTUAL FUNDS IN A VARIETY OF ASSET CLASSES FROM A LIST PROVIDED BY OUTSIDE CONSULTANT. COMMITTEE ALSO REVIEWS FUNDS CURRENTLY HELD FOR PERFORMANCE AND GOVERNANCE ISSUES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-22 |
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