Managing Partner and Board Member
Mr. Chase Kovner is the Managing Partner of Client Development at Aldwin Callen who has over two decades of experience in the securities industry. Motivated by a profound curiosity and an insatiable desire for knowledge, his life's purpose is to assist others in overcoming obstacles and maximizing their potential to follow their aspirations.
Mr. Kovner has developed a dedicated and committed clientele of family-based, multigenerational partnerships via his devotion to intensive research, continuing education, and client care.
Mr. Kovner has extensive expertise advising both retail and corporate clients and has had experience in a number of financial instruments including, SPACs, hedge funds, private equity and venture.
What has driven you to your current career path?
"Financial planning and discipline is key to one's financial freedom."
What is the best advice you’ve ever been given?
Invest in what you know…and nothing more.