Chris Chase
Wealth Manager, J.P. Morgan Private Wealth Advisors LLC
San Francisco
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Industry Accolades
- Top 100 Financial AdvisorsBarron's, 2019, 2020, 2023
- Barron’s Hall of Fame AdvisorBarron's, 2019, 2021, 2022, 2023
- Best-In-State Wealth AdvisorsForbes, 2020, 2022
- Top Independent AdvisorsBarron's, 2018–2022
- Top Women Financial AdvisorsBarron's, 2017-2023
- Top Advisor Rankings by StateBarron's, 2016-2023
- Top 100 Private Wealth Management TeamsBarron's, 2021-2023
- Top 50 Private Wealth Management TeamsBarron's, 2019, 2020
- Top Women Wealth AdvisorsForbes, 2017, 2020
Options are complex instruments that are not suitable for every investor, may involve a high degree of risk, and may be appropriate investments only for sophisticated investors who are capable of understanding and assuming the risks involved. Please read the Options Clearing Corporation's disclosure document, which can be found at: http://www.optionsclearing.com/about/publications/character-risks.jsp
Barron's Top 100 Financial Advisors (04/14/23, data as of 12/31/22); (04/20/20, data as of 12/31/19); (04/22/19, data as of 12/31/18). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Barron's Hall of Fame (10/25/19). Data as of 10/50/2019. Barron's Hall of Fame acknowledges advisors who have appeared in Barron's annual Top 100 Advisor rankings for 10+ years. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Forbes/SHOOK Top Wealth Advisors Best-In State (08/24/22, data as of 03/31/22); (08/25/20, data as of 03/31/20). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced.
Barron's Top 100 Independent Advisors (09/15/23, data as of 03/31/2023); (09/16/22, data as of 06/30/2022); (09/17/21, data as of 06/30/2021); (09/11/20, data as of 06/30/2020); (09/13/19, data as of 06/30/2019); (09/14/18, data as of 06/30/2018); (09/15/17, data as of 06/30/2017). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Barron's Top Women Financial Advisors (06/16/23, data as of 03/31/23); (06/17/22, data as of 03/31/22); (06/18/21, data as of 03/31/21); (07/17/20, data as of 03/31/20); (06/07/19, data as of 03/31/19); (06/08/18, data as of 03/31/18); (06/15/17, data as of 03/31/17); (06/04/16, data as of 03/31/16). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Barron's Top 1,200 U.S. Financial Advisors (03/10/23, data as of 09/30/22); (03/11/22, data as of 09/30/21); (03/12/21, data as of 09/30/20); (03/13/20, data as of 09/30/19); (03/08/19, data as of 09/30/18); (03/08/18, data as of 09/30/17); (03/15/17, data as of 09/30/16); (03/05/16, data as of 09/30/15). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Barron's Top 100 Private Wealth Management Teams (04/16/23, data as of 12/31/22); (04/15/22, data as of 12/31/21); (04/16/21, data as of 12/31/20). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Barron's Top 50 Private Wealth Management Teams (04/22/19, data as of 12/31/18); (04/20/20, data as of 12/31/19). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Forbes/SHOOK Top Women Wealth Advisors (04/21/20, data as of 09/30/19); (02/28/17, data as of 09/30/16). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
- Wealth Management Experience Since 1996Dagny Maidman is a Senior Managing Director Wealth Manager of The Maidman Group at First Republic Investment Management. A lawyer by training, she practiced as a corporate litigator before transitioning to the financial field in 1996. Ms. Maidman began her financial advisory career at Montgomery Securities and continued her practice at Lehman Brothers and Credit Suisse before joining First Republic in 2015. She has over 26 years of experience partnering with clients to grow and preserve their wealth. She specializes in providing creative, thoughtful, tax-sensitive investment solutions built around the needs of her clients. Identifying and prioritizing planning issues to optimize for after-tax, multigenerational returns is one of her strengths. She plays a key role in coordinating the delivery of holistic advice to clients in collaboration with their attorneys, accountants, and family office personnel. In portfolio construction, she is acutely sensitive to weeding out uncompensated risk and employs dynamic hedging strategies to manage concentrated risk. She also uses equity options in client portfolios to exploit volatility, generate income and reduce risk. She created a hybrid equity and options asset management strategy — used in some, but not all portfolios — the Contingent Equity Options Strategy (CEOS) now has over $500m in AUM and 7+ year track record.
- Community InvolvementMs. Maidman serves on the investment committee for Hebron Academy, her high school alma mater.
- EducationMs. Maidman earned her bachelor’s degree cum laude from Williams College and her J.D. from Yale Law School.
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Team Connections
Erik Ralston
Wealth Manager, First Republic Investment Management
San Francisco
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