Industry: 2014
KAR: 2025
Chase Carmichael
Managing Director, Business Development Officer
Start Date
Education
B.S., Business Administration, Pennsylvania Western University
Prior Work Experience
- Business Development Officer – GW&K Investment Management
- Business Development Officer – Mercer Advisors
Certifications and Credentials
- Series 66
What Do You Enjoy Most About Your Job?
I enjoy the strategic aspect of identifying opportunities for growth and connecting prospective clients with the strengths of KAR’s investment and planning approach. Every conversation is an opportunity to understand someone’s needs, share how our philosophy can support them, and contribute to the long-term success of the client and firm.
What Do You Enjoy Most About Working at KARWA?
What I enjoy most about working at KARWA is being part of a firm that truly lives its values. The emphasis on integrity, high-quality service, and thoughtful decision-making creates an environment where doing what is right for clients is always the priority. It is inspiring to work alongside colleagues who are both exceptionally talented and genuinely committed to helping both our clients and each other succeed.
What Are You Involved in Outside of Work?
Outside of work, I enjoy spending time with family and friends. I am an avid golfer who loves exploring new courses.
How Does KARWA Approach Wealth Management Differently?
KAR’s commitment to understanding the full picture of each client’s life. We take the time to learn clients’ goals, values and concerns before building a customized strategy around what truly matters to them. It is a deeply personal, relationship-driven approach rather than a one-size fits all model.
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