Sophie Whelchel

Investment Associate

Sophie Whelchel is an Investment Associate at Caprock. Sophie primarily focuses on underwriting impact-related opportunities and supports the management of impact-focused clients. Sophie has spent her career stewarding capital into the private markets for endowments, foundations, and high net worth individuals. Sophie was formerly at Hamilton Lane, a private markets investment firm, and Align Impact, an impact-focused financial advisory firm. In both roles she spent her time developing investment strategies, underwriting fund and direct opportunities, and monitoring and reporting on existing investments.


Sophie holds a BA from the Honors College at the University of North Carolina at Chapel Hill.


In my spare time, I …Put my green thumb to the test in my community garden. Create oil paintings of animals. Sit at my favorite local coffee shop and dive into a new book.

Favorite quote “You cannot get through a single day without having an impact on the world around you. What you do makes a difference, and you have to decide what kind of difference you want to make.” – Jane Goodall

If I could be anywhere….I would be sharing a beautiful, homemade meal with those dearest to me.

As a child, what did you want to be when you grew up? I had hopes and dreams of becoming a fire fighter. I wanted to make the world safe for my community. My day-to-day certainly requires less bravery, but I still work everyday to ensure our earth is protected and that all life can flourish.

What is the favorite thing about your career? I believe that capital, when invested strategically, can be one of the greatest forces for social and environmental change. I enjoy working collaboratively alongside my colleagues to resolve some of the globe’s most pressing issues, particularly through impact investments in innovative solutions.