There was no specific moment when I knew I wanted to work in wealth management. Instead, there was a slow but steady encouragement from people I respect who thought I would be a good fit for it. I was a young inheritor myself, so I understood what the work entailed, and it meshed well with my inherent intellectual interests.
Coming from a family managing multi-generational wealth, I bring a unique perspective and expertise in managing the associated nuances and complexities of wealth. Prior to Caprock, I ran a venture-backed software start-up which gave me a strong understanding of the venture capital ecosystem. Caprock’s emphasis on investing in private markets initially drew me in, but it was connecting with the team that has kept me coming back.
