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 like-minded individuals who were passionate about creating a true family office consistent with our collective vision. We set out to create a world-class organization, leveraging our unique backgrounds and skill sets. As one of the founders of Caprock, I’m grateful that we continue to pursue this vision every day.
After serving a variety of roles at Caprock, I became the principal architect for building out our industry-leading impact investing platform, where we continue to help clients invest capital consistent with their mission and values. I enjoy coming to work every day and helping to mentor the next generation of investment professionals.