OUR TEAM


Key Professionals

Derwood Chase

Derwood S. Chase, Jr.
Founder & Chairman Emeritus

Mr. Chase earned a BS with distinction from the University of Virginia and a MBA from Harvard University. His speeches, articles and comments on investing and economic policy have been quoted in Barron’s, Business Week, The Wall Street Journal, Pensions & Investments, Kiplinger’s Personal Finance, and The New York Times.  He has appeared on CNBC, The Nightly Business Report (PBS) and Bloomberg.

Derwood is a member of the Analysts Club (N.Y.C.), the New York Society of Security Analysts, and the Mont Pelerin Society. He is president of the Chase Foundation of Virginia, a Trustee of the Reason Foundation and a director of the Fraser Institute, and a former Governor of the Investment Counsel Association of America.

Stuart F. Chase
Chairman of the Board

Mr. Chase earned a BA and MBA from the University of Colorado. From 1987 to 1994 he was Vice President of Institutional Sales at The Robinson-Humphrey Co., Inc. Mr. Chase was trained as a geologist and has worked as a geological consultant. He has been a member of the Chase Investment Counsel Corporation Board of Directors since 1994 and he currently consults on alternative investments.

Peter Tuz

Peter W. Tuz, CFA
President & Director
Portfolio Manager, Chase Growth and Chase Mid-Cap Growth Funds

Mr. Tuz earned his BA from Ripon College, an MA from the University of Missouri, and an MBA from Tulane University. Peter is a CFA charter holder. Before joining us in 1997 he had 10 years experience as a senior analyst and officer with two NYSE member firms. He is a trustee for Ripon College and a member of its investment committee and is a member of the Board of Governors of the Investment Adviser's Association. Peter is a member of CFA Virginia, CFA Society of Washington, D.C., the Washington Association of Money Managers and serves on the Investment Company Institute's small funds committee. He has been an occasional guest on CNBC and The Street and served on the board of the ICFA Virginia. He has been quoted in Barron's, the Wall Street Journal, the New York Times and other publications.

Robert Klintworth

Robert (Buck) C. Klintworth, CMT
Vice President
Portfolio Manager, Chase Growth and Chase Mid-Cap Growth Funds

Buck received his BS in mathematics from Westmont College. He serves as a portfolio manager, technical analyst, and trader. Buck is a Chartered Market Technician and a member of the Market Technicians Association. He has been quoted in Barron’s.

Prior to joining Chase in 2004, he had a career in accounting. 

Jennifer King

Jennifer L. King, IACCP®
Senior Vice President, Corporate Secretary & Director
Chief Operating Officer & Chief Compliance Officer

Jennifer earned a BS in commerce from the University of Virginia in 1992 and an MBA from James Madison University in 1997. She is an NRS Investment Adviser Certified Compliance Professional® and is responsible for the firm's compliance program. In addition, she handles operations and administration for the firm, including supervising performance measurement, client investment record keeping and reporting. She also manages client relations related to those functions, and supervises the maintenance of our performance measurement software. Prior to joining Chase in 2002, Jennifer was manager, marketing communications at Universal Instruments in Binghamton, New York and GE Fanuc Automation in Charlottesville.

Jennifer is a past president of the Rotary Club of Charlottesville and a Director of the Senior Center.

Clay Sefter

Clay J. Sefter
Research Analyst/Assistant Portfolio Manager

Clay earned his BS in Accounting from Geneva College, located in Beaver Falls, Pennsylvania. He serves as a research analyst and assistant portfolio manager. Prior to joining Chase in 2016, he spent six years as a senior analyst with CDR Associates, which is a healthcare financial consulting firm, and two years as a staff accountant with Grossman Yanak & Ford, a public accounting firm based in Pittsburgh, PA.


Staff

Michelle Jenkins

Michelle S. Jenkins
Controller

Michelle handles corporate bookkeeping, tax and regulatory matters, and information systems. She obtained an Associate Degree in Accounting from Burlington Community College. Prior to joining us in 2000, she worked for twelve years as a controller, finance administrator, and accountant for three local businesses.

Anne Smith

Anne M. Smith
Investment Operations

Anne graduated from the College of William & Mary in 1977 with a BA in Psychology. She works with our portfolio managers and traders in recording our daily investment transactions. She maintains the client investment records and prepares quarterly performance reports. Prior to joining us in 1990, Anne worked at Crestar Bank and as a legal secretary in Washington, D.C.

Virginia Josey

Virginia G. Josey
Investment Operations

Virginia received her BA in Economics from Randolph-Macon Woman's College in 1987. She reconciles client custodian statements and assists with the preparation of our quarterly performance reports. In addition, she provides sales and marketing support. For a couple of years she was on the staff of the CFA Institute in Charlottesville and for six years through 1995 she was an administrative assistant with our firm. Previously, she had worked in operations at Merrill Lynch in New York City.

Sherry Hensley

Sherry L. Wright-Hensley
Administrative Assistant/Executive Secretary

Sherry assists our professionals with administrative matters, and in addition to her executive secretarial duties, she expedites the final processing of periodic investment reviews for clients. Sherry attended Piedmont Virginia Community College. Prior to joining us in 1988, she worked for several years at ShowCase Office Furniture, Inc. in the accounting department and as secretary.


Click here for a current prospectus. Please read and consider it carefully before investing. You may obtain a hardcopy of the prospectus by calling 888.861.7556.

Mutual fund investing involves risk. Principal loss is possible.

The Chase Funds are offered only to United States residents, and information on this web site is intended only for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of the Chase Funds in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

The Chase Mid-Cap Growth Fund invests in mid-cap companies, which involve additional risks such as limited liquidity & greater volatility. The Chase Funds may invest in foreign securities traded on U.S. exchanges, which involve greater volatility and political, economic and currency risks and differences in accounting methods.

 

Chase Investment Counsel is the adviser to the Chase Funds which are distributed by Quasar Distributors, LLC.

  • CONTACT

    350 Old Ivy Way
    Suite 100
    Charlottesville, VA 22903-4897

    Adviser: 434.293.9104

    Shareholder Services:
    888.861.7556
    sales@chaseinv.com