# CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP. of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 25574
- Type: SEC-registered investment adviser
- SEC file number: 801-36407
- Location: 300 SOUTH RIVERSIDE PLAZA, 11TH FLOOR, CHICAGO, IL, 60606-2003
- Phone: 312-732-7348
- Latest filing: 2012-09-19
- Regulatory AUM: $29.9B
- Discretionary AUM: $29.9B
- Accounts: 182,239

## Officers, owners & control persons (67)

_Showing 25 of 67 people._

| Name | Role | Location |
| --- | --- | --- |
| Julian Wilson | EXECUTIVE VICE PRESIDENT | Lehi, UT |
| Martin Lee | CFO; EXECUTIVE VICE PRESIDENT | Duarte, CA |
| GOODSTEIN BARBARA | DIRECTOR | — |
| JOHNSON ROBERT THOMAS | CHIEF COMPLIANCE OFFICER, SROP, CROP; DIRECTOR, CHIEF COMPLIANCE OFFICER, SROP, CROP; SROP, CROP | — |
| BERRY JAMES C P | SECRETARY | — |
| MACLELLAN JOHN STEPHEN | SENIOR VICE PRESIDENT, DIRECTOR | — |
| SAMSON TIMOTHY HUGH | ASSISTANT SECRETARY | — |
| WARTA TERESA LYNN | TREASURER & CFO | — |
| SCHARF CHARLES WILLIAM | EXECUTIVE VICE PRESIDENT, DIRECTOR | — |
| REED MICHAEL JOHN | EXECUTIVE VICE PRESIDENT, DIRECTOR | — |
| DAVIS JAMES HUBER | CHIEF OPERATIONS OFFICER | — |
| DAVIS JEFFREY L | ASSISTANT SECRETARY | — |
| ANDERSON ELLEN FOWLER | ASSISTANT SECRETARY | — |
| CLEARY MICHAEL J | DIRECTOR | — |
| LAMENDOLA MARYANN BRIDGET | CHIEF COMPLIANCE OFFICER | — |
| BANNISTER DEANNA MICHELLE | PRESIDENT & CEO; PRESIDENT & CEO, DIRECTOR | — |
| SCHNEIDER STEVEN A | DIRECTOR | — |
| DEEGAN DANIEL ROBERT | EXECUTIVE VICE PRESIDENT | — |
| FAHS JEFFREY JAMES | CHIEF COMPLIANCE OFFICER, CROP; CROP | — |
| DONOVAN DAVID EDWIN | EXECUTIVE VICE PRESIDENT, DIRECTOR | — |
| MARKHAM BRADFORD MICHAEL | ASSISTANT SECRETARY | — |
| HALFENGER ALAN KENT JR | CHIEF COMPLIANCE OFFICER, CROP | — |
| FELKER WILLIAM ROBERT | PRESIDENT & CEO; PRESIDENT & CEO, DIRECTOR | — |
| LEADAM JOHN MICHAEL | CHIEF OPERATIONS OFFICER; DIRECTOR, CHIEF OPERATIONS OFFICER; DIRECTOR, DIRECTOR OF OPERATIONS | — |
| DISIMONE HARRY F | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/25574/brochure
- Similar advisers: https://search.stillhousedata.com/firm/25574/similar
- Related entities: https://search.stillhousedata.com/firm/25574/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/25574

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.