Throughout his career, Chase has focused on underwriting and sourcing quality alternative investments for all investor types - retail, institutional, and family office - to meet the unique needs of each. During his nearly 10-year tenure at CliftonLarsonAllen Wealth Advisors (“CLA”), Chase helped build out a Private Investment Platform that grew from a couple hundred million dollars of committed capital to nearly $2 billion while maintaining strong overall performance. In this role, Chase served as a key individual in determining top-down strategy, manager selection, and investor management. Chase also helped start and manage a Capital Markets business line in his final years at CLA. Over the four years, Chase and the team helped place over $700 million of equity from institutional investment companies and family offices for real estate projects nationwide.
In 2022, leveraging his extensive experience and network in the real estate industry, Chase founded The Bespoke Company. As the founder, Chase focuses on identifying bespoke real estate opportunities with reputable sponsors and connecting them with like-minded capital sources. The Bespoke Company serves as a platform for facilitating these connections, ensuring that both sponsors and capital sources find mutually beneficial partnerships.
Chase's vision for The Bespoke Company is to create a dynamic ecosystem where real estate developers and capital sources can collaborate and capitalize on promising opportunities in the market. Through his deep understanding of the industry and his commitment to delivering tailored solutions, Chase aims to make The Bespoke Company a prominent player in the real estate investment landscape.
Furthermore, Chase's educational experience includes graduating with a dual Bachelor's degree in Finance and Accounting, as well as a Master's in Accounting from the Carlson School of Management.