Chase Poulson

Trader & Investment Analyst

Team member since 2024

Chase Poulson plays a pivotal role in supporting the Director of Client Analytics and Wealth Advisors at Kaydan Wealth Management. As a Trader and Investment Analyst, Chase is responsible for trading securities, closely monitoring investment portfolios, and ensuring accurate data entry across all client accounts. He also prepares detailed reports and runs various financial analyses to provide insights that help our advisors deliver exceptional service to our clients. Chase’s analytical skills and attention to detail ensure that our clients’ investments are managed with precision and care.

“My goal for our clients is to help maximize their returns while minimizing risk, all while ensuring they enjoy a superior experience with our firm.”

 

Chase Baby Picture

What’s the best piece of advice you ever received? 

“Pigs get fat, hogs get slaughtered.” My dad always says this which basically means don’t be greedy.

What are you passionate about? 

I am passionate about sports because I am extremely competitive and it is a great outlet for me to push myself and stay active.

What’s your top three bucket list items?

Get a hole-in-one.

Own a house on the water or with a pool.

Visit Japan.

What would you do if you won the lottery? 

I would probably buy a lot of land and build houses for my whole family to live next to each other.

What is your favorite quote?

“Sometimes all you need is 20 seconds of insane courage. Just 20 seconds of embarrassing bravery and I promise something great will come of it.”  – From the movie We Bought a Zoo.

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