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Our Team - Caprock Caprock’s team is strategically positioned throughout the United States to offer personalized strategic advice to our clients, no matter their location As a Caprock client, you’ll benefit from our team’s unique experience and exceptional guidance
Whitney Warmack, CFP® - Caprock My goal is to be a trusted partner and the first call a client makes, even if their question doesn’t seem directly related to wealth management Caprock’s commitment to truly personalized service resonated with me from the start I’m proud to be part of a nimble and passionate team of professionals that put clients first
Melissa Ahearn - Caprock Melissa was originally a part of the Grey Street Capital team that recently joined Caprock Prior to joining Grey Street Capital, Melissa ran her own business for fifteen years called Longevity Partners, affiliating through Northwestern Mutual
Sophie Kelly - Caprock I was drawn to Caprock given the expertise the firm has developed within the impact investing field over the last 10 years, in addition to the level of authenticity and rigor that is clearly demonstrated through the track record of impact investments
Join Us - Explore Careers at Caprock | Aligned Wealth If you are a client-focused, results-driven professional interested in a career in wealth management, we encourage you to apply to Caprock If you don’t see a position that aligns with your skills, feel free to send us your resume through the Open Application position
Jeff Gumeson, CFA - Caprock The most gratifying part of my job is working directly with families across generations I take pride in knowing Caprock is the leader in our industry, and our work allows clients to focus on what is most important in their lives
Caprock Announces Acquisition of Grey Street Capital The deal marks Caprock’s first acquisition, reflecting the firm’s desire to drive strategic growth and enhance the bespoke services it provides to clients The combination brings Caprock’s assets under advisement to more than $11 billion
Dallas Mock - Caprock The relational aspect of my journey with Caprock has always kept the experience fresh, versatile, and exciting Having the opportunity to connect with different families and learn more about them is the most gratifying part of my job
Locations - Caprock This website is intended to provide general information about Caprock and is not a solicitation or offer to sell investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists