Caprock Announces Expansion into Texas

Photo of the city of Austin, Texas

Austin Texas, November 11, 2022 –  Caprock launches their presence into the Austin Texas market with the addition of Bell Beckham as a new Client Advisor. Bell, a Texas native, will work to strengthen Caprock’s position in the area by attracting new clients and giving them access to Caprock’s high caliber service and investment choices that are in line with their financial objectives. 

Bell joins Caprock with experience serving high net worth clients in a family office in setting, where she gained a deeper understanding of how to best serve their financial needs. She will be an integral part of accelerating Caprock’s entry into this market as she grows her clientele and is keen to bring Caprock’s exceptional financial management services to new clients.  

Caprock has plans to open a new office located in Austin soon.  

About Caprock 

Established in 2005, Caprock, a founding B Corporation, is a multi-family office with locations in San Jose, Seattle, Newport Beach, New York, Park City, and Boise. The firm is an SEC-registered investment advisor advising on over $7.5 billion in client assets. More information about Caprock can be found at www.caprock.com.  

Date

November 17, 2022

Category

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