My father is a surgeon, and although I quickly realized that medicine was not the right path for me, I saw how hard he worked to achieve his success. Despite very different professional careers, we can always connect over investing. I find it deeply rewarding to help individuals like my father translate their hard work into meaningful financial success.
In my previous role, I invested in public markets through a variety of instruments, including hedge fund alternatives, on behalf of ultra-high-net-worth families, endowments and foundations. During my time, I developed an appreciation for optimizing investment efficiency and being highly intentional with risk-taking. Investing can be complicated by news cycles, but it is important to maintain long-term clarity and identify key variables that ultimately affect portfolio outcomes.
Through conversations I had with the team before joining, I was confident that Caprock was full of outstanding individuals who cared about client outcomes. It was clear that the team embraced diversity of thought and intellectual curiosity, which is critical to successful investment results.
