Chase Romano
About Chase Romano
Chase Romano serves as the Assistant Vice President of Wealth Management at UBS, a position he has held since 2018. He previously worked at JPMorgan Chase & Co. and Wells Fargo Advisors, accumulating extensive experience in financial services.
Work at UBS
Chase Romano has been serving as the Assistant Vice President of Wealth Management at UBS since 2018. In this role, he focuses on providing tailored financial solutions to clients, leveraging his extensive experience in wealth management. His tenure at UBS has allowed him to develop strong relationships with clients in the Austin, Texas area, enhancing their financial strategies and investment portfolios.
Previous Experience at JPMorgan Chase & Co.
Prior to joining UBS, Chase Romano worked at JPMorgan Chase & Co. in two distinct roles. He served as a Chase Private Client Banker from 2013 to 2015, where he managed high-net-worth clients and provided personalized banking services. Before that, he was a Senior Relationship Banker - Small Business Specialist from 2011 to 2013, focusing on the financial needs of small business clients in the Austin, Texas area.
Experience at Wells Fargo Advisors
Chase Romano worked at Wells Fargo Advisors as an Assistant Vice President - Financial Advisor from 2015 to 2018. In this position, he provided financial advice and investment strategies to clients, helping them achieve their financial goals. His experience at Wells Fargo Advisors contributed to his expertise in wealth management and client relationship management.
Education and Expertise
Chase Romano earned a Bachelor of Business Administration (BBA) degree in Business Administration and Management from The University of Texas at Austin, where he studied from 2006 to 2010. This educational background provided him with a solid foundation in business principles, which he applies in his current role in wealth management.