The Caprock Group (“Caprock” or”the firm”), a leading multi-family office Registered Investment Advisor (RIA) serving ultra-high-net-worth clients, today announced David Solow has joined as Managing Director, Client Advisor. David will be based in Caprock's Chicago office and will act as a lead advisor for clients in the sports and entertainment industries, as well as other prominent families.
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Solow is an experienced wealth manager who spent over 15 years as a private wealth advisor for Goldman Sachs Private Wealth. He co-led a team that managed more than $5 billion in assets and advised high-net-worth clients.
“We are excited to welcome David to Caprock. His knowledge and experience in working with CEOs, entertainers, athletes, private-equity principals, and high-end attorneys will further enhance Caprock's services,” said Caprock co-CEO Bill Gilbert.
Caprock Co-CEO Gregory Brown added, “Caprock serves sophisticated clientele with complex wealth management needs and David's experience will expand our capabilities and bring more value to clients. He will be a strong addition to the Caprock team.”
Solow began his career as an attorney with Neal, Gerber and Eisenberg after graduating from Stanford University. He then pivoted into wealth management when he joined Goldman Sachs in 2009. In addition to working with clients, Solow led training and development for Goldman's younger advisors. He has long been active in multiple civic support organizations including those in the Jewish community. Solow said, “I am thrilled to join Caprock where I have the opportunity and responsibility to act as a fiduciary to represent my clients' best interests. As I spent time learning about the changing landscape of our industry, I was incredibly impressed with Caprock's modern approach to providing clients with investment opportunities and flexible solutions.
Caprockhas been providing family office services since 2005. The firm's expansion has been deliberate, with an emphasis on bespoke wealth management for ultra-high-net-worth individuals and families. Their solutions are tailored to their clients' specific needs to help them achieve their financial objectives.
About Caprock Caprock is a top multi-family officeRegistered Investment Advisory(RIA)servingultra-high-net-worth clients.Founded in 2005, Caprock acts as a full-service outsourced chief investment officer and chief financial officer for 400 wealthy families witha total ofmore than $12.6 billion in assets under advisement. The firm is privately held with locationsin Boise, Seattle, San Jose, Newport Beach, Park City, New York, Austin, Chicago, Scottsdale, Denver, Morristown and Winter Park.
Caprock'sclients benefit from thefirm'sendowment-like investment approach. The firm hasexpertiseand access to private markets,where it managesmore than $4 billion in platform investments, including private equity, venture capital, real estate and private credit. Caprock also has expertise and is an industry thought leader in impact investing. The firm is an SEC-registered investment advisor and a founding B-Corporation.Caprock has received recognition as a top advisory firm in its category from Barrons, Financial Advisor Magazine, USA Today and others.
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