News, Comment & Analysis results for Caprock
Summary Of North American Wealth Management Senior Moves – June 2025
A roundup of moves, appointments and personnel changes in North America's wealth sector during
Summary Of North American Moves In Wealth Management – May 2025
In a month of moves and changes, one announcement – not unexpected – stood out. Warren Buffett,
Multi-Family Office Firm Names New Investment Chief
Founded in 2005, Caprock – a registered investment advisor serving UHNW clients – has offices
Who's Moving Where In Wealth Management? – Raymond James, Caprock
The latest moves, appointments and personnel changes in North American wealth management.
Summary Of North American M&A For January, February And March 2024
A summary of M&A moves in the first three months of 2024. Prominent names in the mix included MAI,
Multi-Family Office Acquires Chicago-Based Advisor
The deal, which takes Caprock's total assets under advisement to more than $11 billion, is part of