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Our Team
Executive Team
Derwood S. Chase, Jr.
Founder & Chairman Emeritus
Stuart F. Chase
Chairman of the Board
Jennifer L. King, IACCP®
Chief Executive Officer
Corporate Secretary & Director, Chief Compliance Officer
Peter W. Tuz, CFA, CFP®
President & Director
Portfolio Manager
Robert (Buck) C. Klintworth, CMT, CFP®
Senior Vice President
Portfolio Manager
Spencer J Garrett
Junior Analyst
Assistant Portfolio Manager
Staff
Michelle S. Jenkins
Controller
Tommy Lovato
Operations and Client Service Associate
Sherry L. Wright-Hensley
Administrative Assistant/Executive Secretary
