Monica Barrera

Director of Client Experience
Monica Barrera, Director of Client Experience at Caprock

About Me

Monica was originally a part of the Grey Street Capital team that recently joined Caprock. With 20 years of financial industry experience, she began her career in Private Wealth at Goldman Sachs. Prior to joining Grey Street Capital, she worked at Merrill Lynch for 8 years. She has her Accredited Wealth Management Advisor (AWMA®) designation.

Her private wealth experience includes working with institutions, ultra-high net worth, and retail clients. She is responsible for providing clients with a high level of service.

Joined Caprock

2024

Location

Chicago

Education

AAS

Interests

Traveling

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