Growing up, my father spent his career in private wealth management. After witnessing how finance transformed close client relationships into friendships, I knew I wanted to have the great honor of helping families navigate their financial futures.
As head of corporate development, I have the privilege of representing one of the nation’s leading multi-family offices in its search for talented advisors, teams, and firms to join our organization. I ensure each new addition to the Caprock team is aligned with our culture and our values. Our commitment to a high-touch, relationship-centered service offering is unwavering. I support the firm’s mission to consistently deliver a high-quality family office experience to more families in more markets.
Prior to joining Caprock, I had the privilege of working on more than two dozen wealth firm acquisitions. Before that, I worked on a handful of asset management firm acquisitions while obtaining my CFA charter. Caprock perfectly married my love of wealth management talent and firm acquisitions with my passion for unique alternative investment offerings. I am honored to work in a culture that exudes excellence across every discipline of the client experience as well as within its own internal team.
One of the unique aspects of Caprock is our longstanding track record in private investing, where we apply a disciplined approach to due diligence and portfolio management while still being nimble and agile in order to participate in innovative and high-growth investment opportunities. This is a core reason why I joined Caprock and because of our status as a founding B Corporation member sets us apart, reflecting our unwavering commitment to finance-first impact investing. At Caprock, I get the utmost joy by closely working with my Advisor colleagues in assisting them in strategically integrating impact into their clients’ portfolios. And there is nothing more exciting than when I have the opportunity to roll up my sleeves and contribute to shaping an impact strategy focused on a specific thematic area for one of our family and family foundation clients.
