Bill Gilbert

Co - CEO
Bill Gilbert, CO-CEO at Caprock

About Me

I’ve been fortunate to spend my career in wealth management and investment advisory. My early experiences led me to the realization that families were ill-served by traditional Wall Street firms, who lack the alignment and expertise to advise clients on the entirety of their wealth. I wanted to build something different that truly put clients first, with the resources, talent, and capability to help them with every asset on their balance sheet. From this intention, Caprock was born. Many years later, I’m incredibly grateful and proud to lead such a talented team that delivers on the promise of a true family office solution. I cannot imagine a better or more fulfilling journey than the one we are on with our clients.

Over the years, I have served as a director of multiple non-profit and for-profit companies in different industries, including St. Luke’s Health System, VisitPay, and Pets Best Insurance Services, LLC.

Being a multi-generation Idahoan, as well as first-generation college student, one of my greatest interests is supporting education in Idaho. My goal is to ensure others have the same opportunities that were afforded to me.

Joined Caprock

2005

Location

Boise 

Education

B.S. in Finance – University of Idaho 

Summa cum laude 

Boards or Association Memberships

St. Luke’s Health System Board of Directors

Idaho State Board of Education

Idaho Business For Education – Board Member

Bishop Kelly High School Foundation – Board Member

Caprock – Board Member

University of Idaho Foundation – Former Chairman and Emeritus Director

Interests

Skiing (and watching my daughter ski race), Enjoying Idaho outdoors with my family

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