Chase Siegfried, CMT Level III Candidate in

Chase Siegfried, CMT Level III Candidate

Sharpshooter · DISC type DC
Senior Portfolio Analyst at Boulay
📍 Greater Minneapolis-St. Paul Area, United States

Chase is a Senior Portfolio Analyst at Boulay, leveraging his CMT candidacy to conduct investment research and construct robust portfolios. A graduate of the UMN Carlson School of Management, he is passionate about helping clients reach their financial goals through strategic investments in capital markets.

Outside of finance, Chase is deeply involved in soccer, having co-hosted a podcast dedicated to womens soccer and previously worked for Minnesota United FC. He is also passionate about community causes, volunteering for non-profits that empower youth and support local businesses.

He co-hosts the "Breakaway Podcast, " which provides content and exposure to the developments and teams within the womens soccer arena.

Read the full overview →
Experience
6 Years
Current Role
Senior Portfolio Analyst
Job Level
Middle
Location
Greater Minneapolis-St. Paul Area, United States
Personality Overview

How Chase shows up

Fast But Analytical
Thorough Evaluator
ROI Driven

They prefer to move quickly, and expect the same from others. They are less concerned about the product and more about its potential impact. They like to stay in control of the negotiation or defining of the terms.

Priorities

Topics Chase cares about

Portfolio Management
His core responsibility involves extensive research and analysis to construct robust client portfolios designed for superior long-term returns.
Financial Literacy
He is a strong advocate for financial literacy, having recently presented on the basics of investing to his colleagues at Boulay.
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Career

Work history

8-2025
Senior Portfolio Analyst
Boulay
7-2024 - 8-2025
Portfolio Analyst
Boulay
11-2021 - 7-2024
Associate Portfolio Analyst
Boulay
3-2023
Stadium Operations Staff
Minnesota United FC
10-2022
Co Host
Breakaway Podcast
In the press

Media appearances

Chase Siegfried - boulaygroup.com. Featured in Boulay Group
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Education
9-2018 - 12-2020
Bachelor's degree
UMN Carlson School of Management
9-2016 - 5-2018
Emphasis in Mathematics
University of Wisconsin-Eau Claire
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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