Chase Bertrand

Meet Chase Bertrand, Vice President of 49 Financial!

Chase came to 49 in 2018 after a career at Apple working internally with employee benefit plans. Since then, Chase has become one of the top leaders in the firm for several consecutive years. He has gained great expertise in serving our Private Wealth clients and has helped his team learn how to serve those clients well.

Chase leads a team in Austin and has fostered a culture of high achievers, excellent client service, and a sense of community, which has yielded a thriving and engaging team.

Chase and his wife have been on a championship-winning kickball team for the past two years and enjoy playing with friends and coworkers. Chase also enjoys traveling, golfing, watching his family play sports at A&M, and spending time with his wife, Cambry, and their son, Easton.