Caprock Announces New Client Advisor to Join the Mercer Island Office

Nicki Northcott, Client Advisor at Caprock

Boise ID, March 7, 2021 The Caprock Group announces the addition of Nicki Northcott to its Mercer Island, Washington office as a new Client Advisor. Northcott joins Caprock after eight years at the McCutchen Group where she used her expertise in portfolio analysis and relationship management to help clients meet their financial and philanthropic goals.

Northcott brings 20 years of experience in the financial services industry to Caprock in her new position as Client Advisor.

Ms. Northcott began her career in 2002 as an accounting and performance analyst while studying accounting at Seattle University. From there, she moved into a client-facing role and quickly realized connecting with clients was just as enjoyable as her love for numbers.

“I appreciate all aspects of collaboration with clients, their families, team members, and other professionals to help clients meet their goals,” said Northcott.

Northcott will bring this same passion for creating meaningful relationships with her clients and colleagues to the Caprock team where she will lead in client communications, portfolio management and business development.

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.

Media Contact:
Jefferson Jewell
jefferson@caprock.com
408-626-8613

Date

March 7, 2022

Category

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