Jeff Gumeson, CFA

Managing Director, Client Advisor
Jeff Gumeson, CFA, Managing Director, Client Advisor at Caprock

About Me

My focus is on helping guide families through the financial decisions that define their lives. Generational wealth creates complexity and financial decisions can have a lasting impact across multiple generations. Success requires a continual assessment of financial and family priorities with an advisor who can manage the complexity of generational wealth. Clients appreciate my investment expertise, ability to synthesize critical information, and dedication to the success of their unique objectives.

The most gratifying part of my job is working directly with families across generations. I take pride in knowing Caprock is the leader in our industry, and our work allows clients to focus on what is most important in their lives.

Joined Caprock



Park City, UT


B.S. Finance University of Utah 

Boards or Association Memberships

CFA® charterholder

National Ability Center Investment Committee Member 



Former member of the U.S. Freestyle Ski Team and competed at the World Cup level. I continue to be an avid skier and enjoy coaching the Park City High School Mountain Bike Team. Park City is the best place in the world to raise a family.

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