Company News / 11.16.2011
Caprock announces the addition of Natalie Holm, CFA, to their Seattle, Washington office. Holm joins the team after twelve years as a Senior Client Advisor for Laird Norton Tyee where she was instrumental in developing the company’s legacy planning process and helping clients explore personal financial goals and values.
“We are excited to welcome Natalie to our team,” said Gregory Brown, Partner at Caprock’s Seattle office. “She has a wealth of knowledge and will be a great asset to our clients in helping them manage and grow their portfolios.”
Holm will bring over seventeen years of experience in the financial services industry to her new position. Prior to her work with Laird Norton Tyee she worked as a consultant with Russell Investments where she advised high-net-worth individuals and families. With a degree in business leadership from the University of Puget Sound, Holm is also a member of the CFA Institute and the CFA Society of Seattle. In addition to her professional endeavors, she serves as a member of the Seattle Philanthropic Advisors Network and a board member of Childhaven.
Caprock is a multi-family office focused on developing customized, comprehensive and strategic financial solutions for high net worth families. Caprock brings objectivity, order, and vision to family wealth management and eliminates what is frequently seen as quasi-organized confusion. Acting as your family’s Chief Financial Officer, Caprock is a family office responsible for processing what can be an overwhelming volume of information required to make sound financial decisions that benefit the entire family for generations. Caprock’s offices are located in Seattle, Silicon Valley and Boise. For more information, visit www.thecaprockgroup.com.