by Makayla Jamison | Jun 26, 2023
Growing up around the industry, I have been fortunate to develop a deep understanding of the importance of building relationships with clients to sustain and grow their wealth in a way that aligns with their values. My role is client experience. Over the last...
by Makayla Jamison | Jun 26, 2023
Throughout my career, I have always worked in a client-facing role. Being able to connect with people and build relationships is something I have found great fulfillment in. When the opportunity to work in wealth management presented itself, I was really interested....
by Makayla Jamison | Jun 26, 2023
I enjoy helping families achieve what matters most to them and find it extremely gratifying to build meaningful relationships with clients and colleagues. As the Director of Client Experience, I focus on creating efficient processes and ensuring that our Client...
by Makayla Jamison | Jun 26, 2023
I’ve always been passionate about helping to make people’s lives a little easier. I enjoy knowing that I have the ability to develop a level of trust when building relationships and making sure that people know they can depend on me. My role at Caprock is...
by Makayla Jamison | Jun 26, 2023
I knew I wanted to work in Wealth Management after spending time helping investors support startups in Venture Capital in Fund Management. I realized that clients are my favorite part of work and that I was passionate about supporting their growth. My area of focus...
