by Makayla Jamison | Jun 29, 2023
My parents came from humble beginnings and achieved a level of success their parents never experienced. They needed someone to teach them how to invest, grow, and maintain their hard-earned wealth. I want to help clients in the same way I wish someone had helped my...
by Makayla Jamison | Jun 29, 2023
Following in my father’s footsteps, I’ve spent my entire career in the financial services sector, spanning equity trading, equity management, hedge fund management, and institutional investment consulting. As my career evolved, I was fortunate to meet a group of...
by Makayla Jamison | Jun 28, 2023
There was no specific moment when I knew I wanted to work in wealth management. Instead, there was a slow but steady encouragement from people I respect who thought I would be a good fit for it. I was a young inheritor myself, so I understood what the work entailed,...
by Makayla Jamison | Jun 26, 2023
My path to becoming an advisor was non-conventional. After following my dream of playing professional basketball here in the US and overseas, I had the good fortune of being introduced to a respected advisory firm located in Los Angeles and knew I needed to live near...
by Makayla Jamison | Jun 22, 2023
Finance always piqued my interest growing up. One of my college teammates had a relative who worked in financial services. Following an internship at his company, it solidified my pursuit of a career in finance – the rest is history. The decision to join Caprock...
