Boise, ID, July 5, 2023 – Caprock, a private multi-family office, announced the addition of Whitney Warmack and John Sheffield, two well-respected advisors for wealthy families, as the newest Caprock team members. Warmack and Sheffield join the firm’s elite advisory team serving the Austin, Texas market.
Warmack brings over 16 years of experience in the financial services industry to Caprock in her new role as a Managing Director and Client Advisor. She began her career in 2007 in a financial planning focused practice and has since worked in a variety of roles. This allowed her to develop a deep expertise and recognize her passion for connecting with clients and building relationships.
“I am thrilled to join an organization with an intense focus on the client experience coupled with a team approach,” said Warmack. “I have always believed in putting my clients’ interests first and leading with kindness.”
Sheffield also has a strong background in the financial industry and has been serving the unique needs of affluent clients since 2016. As an Associate at Caprock, he will foster relationships and assist clients with their wealth management.
“We have been looking to expand our presence in Austin to support our existing clients and partners in the area as well and expand to serve additional families in the area,” Caprock’s Head of Corporate Development, Emily Blue explains. “Whitney and John bring a client-first focus and value the complete alignment with clients that is at the core of Caprock’s unwavering commitment.”
Before joining Caprock, the team worked together at Cresset Capital serving an array of high-net-worth clients.
Caprock, founded in 2005, acts as a full-service outsourced chief investment officer and chief financial officer for 299 wealthy families with a total of more than $8 billion in assets. The firm is a privately- held multi-family office with locations in Boise, Seattle, San Jose, Newport Beach, Park City, New York, and Austin.
Caprock specializes in non-public markets, managing more than $4 billion in private market investments. Furthermore, Caprock adheres to a longstanding and principled approach to integrated impact investing. The firm is an SEC-registered investment advisor and founding B-Corporation.