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Leadership Team

About

The Leadership Team at Caprock is responsible for setting the strategic vision and direction of the firm, ensuring alignment with the complex wealth management needs of ultra-high-net-worth clients. Comprised of experienced executives across key functional areas, the team drives initiatives in investment strategy, operational excellence, and compliance, while fostering a culture of integrated impact investing. Their collaborative approach enhances the firm’s ability to deliver tailored financial solutions and maintain strong client relationships.