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Chase Marshall

J.S. Held’s Inaugural Global Risk Report Examines Potential Business Risks & Opportunities in 2024

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As a reconstruction analyst, Chase Marshall uses industry knowledge and historical market research in order to accurately recreate brokerage statements for use in litigation case analysis. Responsibilities include historical market research using sources such as Bloomberg and Morningstar. This research includes security pricing, corporate reorganization information and security syndication details. In addition, previous experience in wealth management allowed Chase to broaden his financial view having worked directly with clients, managing the daily client interactions through client relationship management programs.

Chase is involved in the reconstruction and analysis of investment accounts to be used in litigation cases. This includes using historical securities data in order accurately reproduce all transactions from brokerage statements and using these reproductions to analyze key performance measurements and make additional calculations to fit the need of our clients.