People Moves
US Multi-Family Office Creates Head Of New Office In Newport Beach
The Caprock
Group, a Boise, Idaho-based multi-family office,
has appointed Greg Mech as a managing director to head its new
office in Newport Beach, according to the Orange
County Business Journal.
Caprock, which serves as a financial advisor to
high-net-worth clients, has other offices in San Jose,
Seattle and Park City, Utah.
Family Wealth Report was unable to reach the firm
outside of
business hours to confirm the appointment or obtain further
details.
Mech, has spent nearly four decades in the wealth management
and consulting fields, including a 29-year tenure at Merrill
Lynch, the report
said. He served as a regional managing director, overseeing
Merrill Lynch’s
private wealth management operations in the Western US.
He also was the OC market president for Bank of America.
Mech is the founder of eMaxx Partners, a virtual financial
advisory firm, which launched last year.
Caprock is also a member of Family Office Exchange, the
global network for the family offices industry.