Chase Siegfried

Chase joined Boulay Financial Advisors, LLC in 2021 with over two years of commercial banking and wealth management experience. His passion for wealth management stems from his drive to help others reach their financial goals and his firm belief that strategic investments in capital market instruments are effective vehicles for financial prosperity. He enjoys the extensive research and analysis that goes into constructing robust portfolios, which act as the foundation for superior long-term returns. Chase assists the wealth management team in several areas of financial planning, including portfolio management, investment research and client relationship management. He believes the tools, resources and knowledge Boulay offers to its clients will truly “help them get there.”

INVOLVEMENT

• Face2Face — Volunteer Event Planning Committee Member
• Prepare & Prosper — Tax Preparer

EDUCATION

• University of Minnesota, Carlson School of Management — B.A. Finance & Entrepreneurial Management, Accounting Minor
• Financial Modeling and Valuation Analysis Designation
• Series 65 Registered

PERSONAL INTERESTS

• Soccer
• Beach volleyball
• Reading financial literature and listening to investment podcasts
• Traveling
• Hiking and running outdoors
• Boating on Lake Minnetonka