Chase Llewellyn is a Financial Analyst on the firm’s advisory team, where he assists in developing customized financial plans and investment strategies tailored to each client’s unique needs. He also collaborates with senior advisors on the investment management of client portfolios, encompassing both public and private investments.

Prior to joining Black Diamond Financial full-time, Mr. Llewellyn served as an intern for the firm, gaining valuable experience in financial planning, investment analysis, and portfolio management.

Mr. Llewellyn holds a Bachelor of Science in Business Administration with a dual major in finance and management from Georgetown University McDonough School of Business, where he was a Division 1 student-athlete.