Chase Bailey
Principal | Defined Contribution & Investment Strategy Advisor | Bridging Institutional Consulting & Asset Management
- Role
- Principal, Investment Specialist Defined Contribution at Mercer
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Chase Bailey
Senior Investment Consultant at Mercer with over a decade of experience advising…
Experience
Principal, Investment Specialist Defined Contribution
Jan 2023 — Present · Charlotte, NC, US
Serve as an investment specialist for retirement clients across the U.S, delivering strategic advice on investment menus, investment policy, and pooled-employer plans- Partner closely with OCIO, consultants, analysts, and senior leadership to develop and implement investment strategies for corporate retirement plans- Regularly advise investment committees composed of CEOs, CFOs, CHROs, and other senior decision-makers on fund selection, manager due diligence, and fiduciary oversight- Act as a liaison between clients, our OCIO group, and investment managers, fostering trust and aligning solutions to meet long-term plan goals.
Education
University of Tennessee-Knoxville
Bachelor of Arts (B.A.)
2004 — 2008
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