More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Chase Huey is Vice President, Innovation Pipeline for RGAX. As a key member of the RGAX Global Accelerator team, Chase is responsible for leading concept validation and executing business concepts as they progress through the pipeline.
Chase has worked in a variety of industries, beginning his career in the non-profit sector managing mobile clinics throughout the state of Iowa focused on serving migrant farm workers. He then moved to St. Louis after being accepted into the Coro Fellows Program in Public Affairs, during which time he led a number of initiatives for corporate and political organizations.
After completing the fellowship, Chase started a small project management consulting practice before taking a role as a director in clinical outreach and public health/ at-risk population research with the Saint Louis University sponsored clinic, Casa de Salud.
Chase has a Bachelor of Arts (B.A.) degree from Carleton College, and later received his MBA from Washington University in St. Louis, studying Marketing and Entrepreneurship. During his graduate studies, he completed consulting practicums for start-ups in the U.S. and Israel. After graduating, he worked in technology business development and early-concept validation consulting before joining RGAX as an Entrepreneur in Residence and then becoming a full-time employee in 2016.
December 5
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The push to regulate non-traded REITs lurks behind new concerns about liquidity.
December 5
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Brian Bartosh, CIC, LUTCF, is president of Top O' Michigan Solutions and a board member of
SignOn Once by ID Federation . He can be reached atbbartosh@tomia247.com December 5
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Alvito Vaz, with more than 30 years of experience in leading insurance digital transformation, is business manager of
SignOn Once by ID Federation , the nonprofit coalition of insurance industry leaders committed to improving the security and efficiency of insurance transactions. He can be reached atalvito@idfederation.com .December 5
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Joshua Ronen is a professor of accounting at New York University Stern School of Business and co-editor of the Journal of Law, Finance, and Accounting.
December 5
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Estate planning experts at JP Morgan, Bank of America, UBS, Morgan Stanley, Wells Fargo and other firms weigh in on how client needs and interests, as well as industry practices, have changed.
December 4
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Jay Starkman is an Atlanta CPA and author of "The Sex of a Hippopotamus: A Unique History of Taxes and Accounting.
December 4
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Most seniors wish they'd prepared better for their golden years. Here's how they can retire without looking back.
December 2
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