Chase Grossman

Data Reconciliation Analyst

When I am not at work, you might find me… At a local restaurant playing trivia. When I was a kid we would go on cruises with my extended family and a cornerstone of these trips would be the trivia. Due to the six-person maximum, per team, and being a younger kid I was always on the B-team. Regardless, there was something captivating about working together to solve difficult problems. As such, I am constantly refining my skills and hoping to earn my spot on the A-team.

If I could be anywhere… I would be on a lake fishing. While I am certainly not the best fisherman (in fact my brother constantly reminds me that “I can’t even catch a fish at the supermarket”) there is nothing better, and more relaxing, than sitting on a boat with a line in the water.

If I had a personal motto, it would be.. “Showing up is half the battle.” This is something a basketball coach told me that always stuck. It reminds me that while I may not know everything if I make an effort, and try my best, I will continue to get better and move forward.

My favorite quote is… “Have fun storming the castle.” This is something my brother, sister, and I would regularly say to each other before embarking on new tasks (taking an exam) or starting a new chapter in our lives (when my sister moved to Switzerland). The expression reminds us to embrace whatever lies ahead and, most importantly, have fun doing it.



Chase graduated Summa Cum Laude from the University of Puget Sound with degrees in Business Administration (B.A.) and Economics (B.A.) in 2022. During college his financial intuition and exceptional hard work paid off. Upon graduation, Chase received the “Excellence in Finance Award” from the School of Business and Leadership and Departmental Honors from the Economics department. Before joining Caprock, Chase worked as a wealth management intern for Aspiriant which also helps families achieve