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Malcolm Chase

Malcolm has been an investment professional and portfolio manager for over 20 years beginning at Scudder, Stevens and Clark in Boston.

Malcolm moved to Providence, Rhode Island in 1996 to join the Providence Investment Advisory Group and later co-founded the Providence office for Baldwin Brothers in 1999, managing over $500 million in assets for high-net-worth individuals and institutions. In 2008 Malcolm joined Oppenheimer and Company as a managing director and portfolio manager and formed the Nulman/Chace Group. In each capacity, Malcolm was responsible for investment policy, asset allocation by way of custom tailoring portfolios, investment process and relationship management.

Malcolm graduated from Colby College with a BA in Economics and History in 1990.

Malcolm has been involved with various Not for Profit organizations over the span of his career in various capacities including:

  • Woman and Infants Hospital: Board member 2005-2008
  • Providence Public Library: Board Member 2005-2008, Investment Committee Member 2005-2008
  • Meeting Street: Board Member 2000-Present (Chairman of the Board 2006-2010), Development Committee 2004-2007, Executive Committee 2006-Present, Investment Committee 2001-2004
  • Sophia Academy: Investment Committee 2008-Present
  • Gordon School: Heads Advisory Council
  • Private Boards
  • Dromoland Castle County Clare Ireland: Director