My grandfather opened a brokerage account for me before I was old enough to know what a stock was. As I got older, he taught me why he chose and held those positions for decades – and his insights spurred my interest in long-term investing and wealth management.
I specialize in portfolio construction, including manager selection, asset allocation and research across public and private markets. The scale and reach of Caprock’s investment platform, its deep bench of managers, particularly in private markets, and extensive diligence resources are true differentiators when it comes to client outcomes.
Being a trusted resource to advisors and clients when the headlines are loudest, explaining what is actually happening and how their plan remains positioned for success, is the part of this work I find most meaningful.
