Rick Chase
About Rick Chase
Rick Chase serves as the Global Head of Investment Operations at Russell Investments, where he has worked since 2016. He has extensive experience in investment operations and fund administration, managing a team of over 30 professionals in Seattle.
Current Role at Russell Investments
Rick Chase serves as the Global Head of Investment Operations at Russell Investments since 2016. In this role, he manages a team of over 30 professionals in the Greater Seattle Area. His responsibilities include overseeing investment operations services that support the firm's portfolio management and transition management business units. This includes physical and derivative trade support, collateral management, portfolio reconciliation, corporate action processing, investment guideline monitoring, and regulatory reporting.
Previous Experience at Russell Investments
Prior to his current position, Rick Chase worked at Russell Investments as the Head of Data Management from 2011 to 2012. During this one-year tenure in Seattle, Washington, he focused on enhancing data management processes within the organization.
Career Background at State Street and State of Washington
Rick Chase began his career at State Street, where he worked as a Fund Accountant from 1988 to 1990 in Boston, Massachusetts. He then transitioned to the State of Washington, serving in the State Auditors Office from 1990 to 1992 in Olympia, Washington. This experience provided him with a solid foundation in financial operations and auditing.
Education and Academic Background
Rick Chase studied at Washington State University, where he earned a Bachelor's degree in Economics. His academic journey spanned from 1983 to 1988, equipping him with essential knowledge in economic principles that support his professional roles in investment operations.
Long-Term Role in Fund Administration
In addition to his role as Global Head of Investment Operations, Rick Chase has been serving as the Director of Fund Administration at Russell Investments since 1992. This position has allowed him to develop extensive expertise in fund administration over a 32-year period in Seattle, Washington.