by Makayla Jamison | Oct 1, 2024
From a young age, the excitement of saving, investing, and seeing wealth grow, inspired my career in wealth management. My background is in portfolio management, specifically focusing on private investments. I love connecting with clients and helping the next...
by Makayla Jamison | Jun 10, 2024
I entered the financial industry while earning my MBA. I enjoyed the challenge of problem-solving in complex financial and familial situations. Throughout my early career, I’ve been able to gain experience across a broad range of roles within the industry. The...
by Makayla Jamison | Apr 1, 2024
Melissa was originally a part of the Grey Street Capital team that recently joined Caprock. Prior to joining Grey Street Capital, Melissa ran her own business for fifteen years called Longevity Partners, affiliating through Northwestern Mutual. Melissa and her team...
by Jennifer Couch | Apr 1, 2024
Jeff was originally a part of the Grey Street Capital team that recently joined Caprock. He was with Goldman Sachs & Co. in Chicago for over 20 years before founding Grey Street Capital. At Goldman, Jeff managed over $3 billion in assets for wealthy individuals,...
by Webmaster_CAP | Apr 1, 2024
Peter was originally a part of the Grey Street Capital team that recently joined Caprock. He spent 16 years of his early career working as an Independent Market Maker for the CBOE before becoming a Senior Vice President and Partner at Spear, Leeds and Kellogg/First...
