“What is wealth actually for?”
I have spent my career helping clients answer this question in a way that reflects their principles and priorities. When I had the opportunity to join Caprock, a recognized leader in values-aligned investing, I knew I had found a firm whose commitment to wealth driven by purpose matched my own.
I believe wealth reaches its greatest potential when it helps families, communities, and future generations thrive — a conviction rooted as much in my own family’s story as in 25 years of professional practice. Prior to joining Caprock, this perspective informed my work at a global wealth and asset manager, where I helped shape and expand an impact investing platform that grew to more than $5 billion in client assets. Earlier in my career, as a paid consultant to the UCSF Memory and Aging Center, I helped design and develop a model of care that is now implemented nationally. Whether in investing or themes like aging and healthcare, I have always been drawn to the challenge of turning ideas into meaningful outcomes.
At Caprock, purpose is not just a value we aspire to or a box to check off a corporate responsibility list. It is woven into the way we serve clients and steward capital. As Managing Director of Purpose-Driven Wealth, I am building on a longstanding culture of care that is both thoughtful and client-centered. I’m thrilled to continue Caprock’s legacy of integrated, values-based investing while advancing innovative strategies that help our clients align their wealth with what matters most to them. I’m especially excited to build on the firm’s work supporting women as they steward wealth across generations.
