As a Vice President at Vistia Capital, Chase oversees raising capital, business development, and providing the best alternative investments and opportunities for his clients. With over 14 years of experience in various sales and advisory roles in the financial services industry, Chase brings a personalized approach that utilizes his knowledge of investments, retirement, and strategic planning.
Chase works to ensure that his clients have the information and resources to make sound financial decisions. He believes that building long-term relationships with clients is the best way to help them reach their goals no matter what stage of life they are in.
Chase holds his series 7 and 63 licenses and a Bachelor’s degree in Entrepreneurship, with minors in Spanish, and Financial Planning from Utah State University.
Chase loves spending time with his wife and three beautiful girls. An avid outdoorsman, Chase stays active mountain biking and skiing. As an active member of his community, he has been involved in Boy Scouts, numerous charities, and helping those in need.