Sophie Whelchel

Senior Investment Research Associate
Sophie Whelchel, Investment Research Associate at Caprock

About Me

I believe that capital, when invested strategically, can be one of the greatest forces for social and environmental change. My work is centered around the notion that impact investments can generate returns for investors while simultaneously addressing humanity’s most significant challenges. Specifically, I am drawn to working with individuals and families given the tremendous power they hold to build a sustainable and equitable world for future generations. It is a privilege to be able to support clients in determining the issues they care most about and guiding them as they thoughtfully deploy their resources in alignment with that vision.  

As an Investment Associate, my work is focused on underwriting impact-related funds and direct investments and supporting the management of impact-focused clients. I have spent my career stewarding capital into the private markets with the intent of generating both financial returns and measurable social and environmental change for a range of client types including pension funds, endowments, foundations, and high net-worth individuals. 

I was drawn to Caprock given the expertise the firm has developed within the impact investing field over the last 10 years, in addition to the level of authenticity and rigor that is clearly demonstrated through the track record of impact investments. I look forward to helping Caprock continue to bring high-quality opportunities to clients that reflect their respective objectives and goals.  

Joined Caprock



New York 


B.A. – University of North Carolina at Chapel Hill 

Boards or Association Memberships

Impact 100 Member & Founder’s Fellow 

Women Investing for a Sustainable Economy (WISE) Member


Gardening & beekeeping  

Racing to finish the NYT crossword puzzle 

Hiking in the Blue Ridge mountains 

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