In my previous role, I invested in private markets on behalf of pensions and endowments. I saw a growing demand for sophisticated access to alternative and private markets from individual investors and families who were traditionally excluded from this type of investing.
Using my experience and knowledge, I have been able to truly help the families I serve. Caprock was ahead of the curve, investing heavily in alternatives while providing conflict-free access for clients. I have enjoyed the quality and caliber of my co-workers and their dedication to creating positive outcomes for clients.