Executive Leadership Coach and Former NFL
Wide Receiver and Super Bowl Champion Joins to Enhance Growth and
National Presence of Leading RIA
BOISE, Idaho, May 21, 2024 /PRNewswire/ -- Caprock, a top multi-family office Registered
Investment Advisor (RIA) serving ultra-high-net-worth clients,
today announced Bennie Fowler III's
appointment to the role of Director of Strategic
Development.
"We have always been purposeful in cultivating a team with a
wide array of backgrounds and expertise that can enable
Caprock to serve clients better,
and Bennie is a prime example of that strategy," said Bill Gilbert, Caprock's Co-CEO. "His vision, skill set and
extensive professional network will be valuable assets as we build
new markets and relationships."
Fowler is a certified executive leadership and life coach who
has worked with more than 150 business owners and C-suite
executives. Most recently, he served as Director of Strategic
Advisory at Michael Best & Friedrich LLP law firm.
His approach to coaching is guided by the MVP Leadership method,
which focuses on Mindset, Vision and Performance. Fowler has also
consulted on developing high-performance teams and cultures,
training for wellness and resilience and conducting motivational
speaking sessions for clients.
Prior to entering professional services, Fowler was a wide
receiver in the National Football League from 2014 to 2021. He
spent time with four organizations as a professional athlete,
including the Denver Broncos, with whom he won Super Bowl
50.
"Bennie's strategic approach to coaching and helping others
is a natural fit for how Caprock
supports our clients," said Gregory
Brown, Co-CEO of Caprock. "It pairs very well with his
natural talent as a thoughtful connector."
Fowler concluded, "I am honored to join Caprock and begin working to enhance its
national presence. There is an incredible opportunity to elevate
how people view wealth management by emphasizing the importance of
legacy through family, impact, and philanthropy. Life is a team
sport, and Caprock can be the best
teammate for wealthy families and the advisors who serve
them."
About Caprock
Caprock is a top multi-family
office Registered Investment
Advisory (RIA) serving ultra-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 with a total of more than $11 billion in assets under advisement. The firm
is a privately held with locations in Boise, Seattle, San
Jose, Newport Beach, Park
City, New York,
Austin, Chicago, Scottsdale, and Winter Park.
Caprock's clients benefit
from the firm's endowment-like investment approach. The
firm has expertise and access to private
markets, where it manages more than $4 billion in 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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SOURCE Caprock