In my career, I have met with roughly 4,000 investment firms across all alternative investments and private markets and managed commitments totaling nearly $7 billion. I’ve led due diligence on over 100 funds including hedge funds, real assets, private credit, and private equity. I believe my unique combination of expertise in private markets provides a valuable perspective for the families we serve.
Institutional investing is rewarding because the work often accomplishes positive social objectives, but personal interaction with the beneficiaries and appreciation for a job well done is often lacking. After investing in several PE funds that owned wealth management platforms, I realized I wanted to work in an independent firm that aligned with the best interests of its clients.
It quickly became apparent to me that Caprock was a great fit for me from both a firm culture and investment philosophy perspective. I really appreciate our commitment to being uncompromisingly focused on clients.