Caprock, a multi-family office registered investment adviser (RIA) serving ultra-high-net-worth clients, has announced that it has moved into a new, larger location in Livingston, N.J. to support the firm’s adviser and client growth in the New York area.
The Livingston office will house a growing team of advisers and investment professionals including:
Vivek Jindal, CIO, oversees Caprock’s investment platform and provides a structure to support growth and access to top-tier investment opportunities.
Tim Simon, director, client adviser, leverages his experience in financial analysis, deal structuring and capital market strategies across private and public markets to service ultra-high-net-worth families and single-family offices.
Ryan Smith, director of public markets, focuses on the firm’s strategies for deploying capital in public securities.
Sophie Kelly, director of impact investments, concentrates on underwriting impact-relate
