Two things made me want to work in wealth management. First, the wealth management industry is full of conflicts. I knew there had to be a better way to bring high-quality advice to families without the conflicts that plague our industry. Second, I love serving families and being able to provide clarification and organization to complex issues.
I serve as the Chief Investment Officer. My background includes a diverse set of experiences ranging from tech start-ups to real estate, and even biotech. This cross-functional training has prepared me to view portfolio construction and manager selection through a unique lens that differs greatly from many other CIOs in our industry.
We formed Caprock to serve families well, help them invest in great managers, and have a lot of fun building something meaningful with friends and colleagues. I enjoy working with successful clients, caring and hard-working colleagues, and some of the best private fund managers in the world.