Kellen Schmitz, CFA

Investment Research Associate

About

My experience as a wildland firefighter taught me about resilience and decision-making under pressure. Those lessons became instrumental in shaping my approach to investing. I found a compelling parallel between fighting fires and navigating the financial markets – both require a deep understanding of the landscape, a well-prepared team, and an indomitable spirit. This insight and my passion for financial markets solidified my interest in investment management. 

I focus on sourcing, evaluating, and managing private investment opportunities for Caprock clients. With a background in the fundamental valuation of infrastructure and venture-backed companies, I bring a perspective that balances the lofty visions of the startup world with the realities of a well-structured portfolio. 

I was initially drawn to Caprock because of its reputation in the impact and private investment space. Our firm has built a world-class team of investment professionals focused on providing clients with the best possible private investment options. 

Kellen Schmitz, CFA, Investment Research Associate at Caprock

Joined Caprock

2022

Location

Boise 

Education

B.S. in Accounting – University of Oregon 

B.S. in Economics – University of Oregon 

Interests

Woodworking, photography, skiing, and mountain biking

Boards or Association Memberships

CFA® charterholder

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