OUR TEAM


Key Professionals

Derwood Chase

Derwood S. Chase, Jr.
Founder & Chairman Emeritus

Mr. Chase earned a BS with distinction from the University of Virginia and a MBA from Harvard University. His speeches, articles and comments on investing and economic policy have been quoted in Barron’s, Business Week, The Wall Street Journal, Pensions & Investments, Kiplinger’s Personal Finance, and The New York Times.  He has appeared on CNBC, The Nightly Business Report (PBS) and Bloomberg.

Derwood is a member of the Analysts Club (N.Y.C.), the New York Society of Security Analysts, and the Mont Pelerin Society. He is president of the Chase Foundation of Virginia, a Trustee of the Reason Foundation and the Fraser Institute, and a former Governor of the Investment Counsel Association of America.

Stuart F. Chase
Chairman of the Board

Mr. Chase earned a BA and MBA from the University of Colorado. From 1987 to 1994 he was Vice President of Institutional Sales at The Robinson-Humphrey Co., Inc. Mr. Chase was trained as a geologist and has worked as a geological consultant. He has been a member of the Chase Investment Counsel Corporation Board of Directors since 1994 and he currently consults on alternative investments.

Peter Tuz

Peter W. Tuz, CFA
President & Director, Senior Security Analyst
Portfolio Manager, Chase Growth and Chase Mid-Cap Growth Funds

Peter earned his BA from Ripon College, an MA from the University of Missouri, and an MBA from Tulane University.  Peter is a CFA charter holder. Before joining Chase in 1997 he spent 10 years as a senior analyst and officer with two NYSE member firms. He serves as a trustee for Ripon College where he is a member of its investment committee. Peter is a member of CFA Virginia, CFA Society of Washington, D.C., the Washington Association of Money Managers and serves on the Investment Company Institute's small funds committee. He has been an occasional guest on CNBC and The Street and serves on the board of CFA Virginia. He has been quoted in Barron’s, The Wall Street Journal, The New York Times and other publications.

Brian Lazorishak

Brian J. Lazorishak, CFA, CIC, CIPM, CMT
Senior Vice President
Senior Portfolio Manager, Chase Growth and Chase Mid-Cap Growth Funds

Mr. Lazorishak earned a BS in psychology and business cum laude from the University of Pittsburgh in 1994.  Brian joined Chase in 1997 and serves as a portfolio manager and senior technical analyst. Brian is a CFA charter holder, a CIPM (Certificate in Investment Performance Measurement) certificate holder, and a Chartered Market Technician.

Brian is the senior portfolio manager for the Chase mid-cap portfolios. Brian is a member of CFA Virginia and the Market Technicians Association. He has appeared on CNBC, The Street and The Nightly Business Report and has been quoted in Barron’s, The Wall Street Journal, The New York Times, Investor's Business Daily, USA Today, and other publications.

Robert Klintworth

Robert (Buck) C. Klintworth, CMT
Vice President
Portfolio Manager, Chase Growth and Chase Mid-Cap Growth Funds

Buck received his BS in mathematics from Westmont College. He serves as a portfolio manager, technical analyst, and trader. Buck is a Chartered Market Technician and a member of the Market Technicians Association. He has been quoted in Barron’s.

Prior to joining Chase in 2004, he had a career in accounting. 

Jennifer King

Jennifer L. King, IACCP®
Senior Vice President, Corporate Secretary & Director
Chief Operating Officer & Chief Compliance Officer

Jennifer earned a BS in commerce from the University of Virginia in 1992 and an MBA from James Madison University in 1997. She is an NRS Investment Adviser Certified Compliance Professional® and is responsible for the firm's compliance program. In addition, she handles operations and administration for the firm, including supervising performance measurement, client investment record keeping and reporting. She also manages client relations related to those functions, and supervises the maintenance of our performance measurement software. Prior to joining Chase, Jennifer was manager, marketing communications at Universal Instruments in Binghamton, New York and GE Fanuc Automation in Charlottesville.

Jennifer is a past president of the Rotary Club of Charlottesville.

  • CONTACT

    300 Preston Ave.
    Suite 500
    Charlottesville, VA 22902-5096

    Adviser: 434.293.9104

    Shareholder Services:
    888.861.7556
    sales@chaseinv.com