Company News / 12.05.2012
Family Wealth Management Firm Opens Park City Office with Addition of New Managing Director
Greg B. Robinson Joins Caprock to Manage New Office
Caprock announced today that Greg B. Robinson has joined the firm as a managing director and will lead the firm’s new office in Park City, Utah.
Most recently, Robinson served as a vice president and wealth advisor at Wells Fargo Private Bank in Salt Lake City, Utah, where he helped successful families preserve their wealth and achieve their financial goals. Greg is also actively involved with companies and non-profits as a board member or advisor, including serving as a Finance Committee co-chair with Romney For President in 2008 and 2012.
“Caprock is a best-in-class multi-family office wealth management firm,” said Greg B. Robinson. “The opportunity to bring my experience to the firm and lead our growth into Utah is a perfect fit because Caprock’s values are fully aligned with my commitment to provide customized wealth management solutions to successful families.”
“Bringing top-tier family wealth management talent and expertise to Caprock is vital to ensuring that we continue to provide superior advice and service to our clients,” said Bill Gilbert, a managing director in Caprock’s Boise office. “Greg’s experience makes him the perfect person to lead our new office in Park City.”
Robinson brings 28 years of experience as a management consultant, entrepreneur, and wealth advisor. At Bain & Company, McKinsey & Company, and Price Waterhouse he advised clients in many industries on matters of strategic significance to improve business performance and profitability.
As a managing director at EHS Partners, he helped clients increase earnings by over $2 billion, working directly with CEOs and their senior leadership teams to develop and implement discrete revenue and cost initiatives.
As a values-based investor, Greg co-founded and launched several startup ventures designed to solve social problems in economically sustainable ways.
Greg earned a B.A. in English and French from Brigham Young University and an MBA from Harvard University, where he was a LeBaron-McArthur-Ellis Fellow. Married for almost 30 years, he is the proud father of four grown children and is a member of The Church of Jesus Christ of Latter Day Saints’ Park City Stake High Council.
Caprock is a multi-family office firm with offices in San Jose, California, Seattle, Washington, Park City, Utah, and Boise, Idaho. Caprock develops customized, comprehensive and strategic financial solutions for ultra-high net worth families who lack the time or expertise to do so on their own. Every decision is based on careful analysis that suffers no outside pressure and that has only one goal: to protect and grow their clients’ wealth. Caprock’s team of experts and proprietary technologies deliver transparent, comprehensive and understandable performance reporting to families who demand the highest level of service and results. The firm is one of 33 worldwide on the Family Office Exchange (FOX) list of Leading Wealth Advisors. For more information, visit www.thecaprockgroup.com.
Contact Bill Gilbert with questions at 208-368-9600.