The CAPROCK Group

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The CAPROCK Group Employees

Employee
Years
Job
Industry
Gregory B. Robinson Gregory B. Robinson Greater Salt Lake City Area Details
Gregory B. Robinson's The CAPROCK Group Experience November 2012 - December 2014
Job Founder, Managing Director at RLG Capital
Industry Investment Management
Experience
Robinson Lisonbee Global Capital dba RLG Capital   November 2013 - Present
Progress Through Business   October 2009 - Present
The CAPROCK Group   November 2012 - December 2014
Outpost Capital   May 2003 - December 2014
Romney for President  May 2011 - November 2012
Wells Fargo Private Bank  January 2011 - October 2012
ViciCapital Partners   November 2009 - December 2010
York School  September 2005 - June 2009
Outpost Entertainment, Inc.   April 1998 - April 2008
EHS Partners  August 1998 - May 2003

Skills
Financial Goals, Wealth, Strategy, Strategic Partnerships, Mergers, Investments, Private Equity, Strategic Planning, Investment Strategies, Strategic Financial..., Asset Allocation, Wealth Management, Investment Advisory, Investment Management, Series 7, Mutual Funds, Retirement Planning, Wealth Management..., Banking, Insurance, Mergers & Acquisitions, Executive Management, Venture Capital, Finance, Management, Financial Planning, Start-ups, Marketing, Business Strategy, Entrepreneurship, Business Development, Leadership, Financial Modeling, Estate Planning, Corporate Development, Financial Analysis, Humanitarian

Education
Harvard Business School   1989 — 1991
MBA, Business Administration and Management, General

Brigham Young University   1978 — 1986
BA, English, French

Bella Vista High School   1975 — 1978
High School Diploma

Kiersten Adling Kiersten Adling Boise, Idaho Details
Kiersten Adling's The CAPROCK Group Experience July 2013 - Present
Job Reporting Associate
Industry Investment Management
Experience
The CAPROCK Group   July 2013 - Present
D.B. Fitzpatrick & Co.   August 2006 - July 2013

Skills
Mutual Funds, Middle Office, Customer Service, Financial Modeling, Customer Satisfaction, Microsoft Excel, Microsoft Office, Banking, Teamwork

Education
Boise State University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, Junior

Richard Rock Richard Rock San Jose, California Details
Richard Rock's The CAPROCK Group Experience August 2005 - Present
Job Managing Director and Chief Investment Officer at The CAPROCK Group
Industry Investment Management
Experience
American Infrastructure MLP Funds  February 2014 - Present
Lunera Lighting  December 2012 - Present
TriLinc Global  March 2012 - Present
The CAPROCK Group   August 2005 - Present
eBay  September 1997 - March 2001
WhoWhere?   1996 - 1997

Education
Stanford University Graduate School of Business   1994 — 1996
Master of Business Administration (MBA)

University of Idaho   1989 — 1994
Business Finance

Jennifer Leonard, CFA Jennifer Leonard, CFA Boise, Idaho Details
Jennifer Leonard, CFA's The CAPROCK Group Experience 2013 - Present
Job Vice President of Impact Investing at The CAPROCK Group
Industry Financial Services
Experience
The CAPROCK Group   2013 - Present
Morgan Stanley  2009 - 2013
Women's World Banking  2008 - 2009
SKS Microfinance Limited  2005 - 2007
Merrill Lynch  2000 - 2004

Skills
Latin America, Equity Research, Telecommunications, Media, Technology, Microfinance, Private Equity, Investment Management, South Asia, Impact Investing, Emerging Markets, Financial Modeling, Venture Capital, Finance

Education
Wharton School of Business   1998 — 2000
Master of Business Administration (M.B.A.), Finance

University of Pennsylvania   1998 — 2000
Master of Arts (M.A.), International/Global Studies

Boston University   1990 — 1994
Bachelor of Arts (B.A.), Economics, Magna cum Laude

Kyle V. Mylius, CFA Kyle V. Mylius, CFA Greater Seattle Area Details
Kyle V. Mylius, CFA's The CAPROCK Group Experience October 2012 - Present
Job Lead Advisor at The CAPROCK Group
Industry Investment Management
Experience
The CAPROCK Group   October 2012 - Present
Green Canopy Homes  May 2014 - Present
Upstream 21   March 2012 - May 2013
Portfolio 21 Investments   July 2011 - February 2012
Bainbridge Graduate Institute  September 2010 - June 2011
Bridgeway Capital Management  April 2008 - May 2010
Rainier Investment Management  November 2002 - March 2008
Russell/Mellon Analytical Services (Russell Invetsments & BoNY Mellon)   November 1995 - October 2002
Nicholas Applegate  February 1989 - November 1995

Skills
Wealth Management, Impact Investing, Alternative Investment..., Portfolio Management, Personal Financial..., Asset Allocation, Estate Planning, Philanthropy, Venture Philanthropy, Sustainable Business, Mutual Funds, Asset Management, Investment Management, Equities, Investments

Education
Bainbridge Graduate Institute   2010 — 2011
Certificate, Sustainable Business Management

The University of Texas at Austin   1984 — 1989
Bachelor of Business Administration (B.B.A.), Finance

Daniel Yeung, CFA Daniel Yeung, CFA Greater Seattle Area Details
Daniel Yeung, CFA's The CAPROCK Group Experience August 2010 - Present
Job Senior Associate at The CAPROCK Group
Industry Financial Services
Experience
The CAPROCK Group   August 2010 - Present
Seattle Alternative Investment Association   January 2014 - Present
Keller Graduate School of Management  May 2009 - Present
Purcell Advisory Services, LLC  2009 - 2010
Threshold Group  2008 - 2009
Accessor Capital Management  2006 - 2008
Morningstar Associates  2004 - 2006
Morningstar Associates  1997 - 2004

Skills
Portfolio Management, Manager Research, Quantitative Analytics, Hedge Funds, Investments, Research, Mutual Funds, Private Equity, Alternative Investments

Education
University of Chicago Graduate School of Business   2001 — 2003
MBA

University of Michigan at Ann Arbor
BA with Honors

Case Western Reserve University

Gregory Brown Gregory Brown Greater Seattle Area Details
Gregory Brown's The CAPROCK Group Experience January 2007 - Present
Job The CAPROCK Group, Managing Director, Private Equity Investor
Industry Financial Services
Experience
The CAPROCK Group   January 2007 - Present
Delta Ventures, LLC   November 2001 - Present
The Sienna Group   July 2004 - August 2006
Advantage Global, LLC   March 2003 - July 2004
Senada.com / Clarios   June 1999 - March 2001
RMI.NET  June 1998 - June 1999
e-SELL Commerce Systems, Inc.   February 1997 - June 1998
Application Methods, Inc.   February 1996 - June 1998

Skills
Private Equity, Venture Development, Wealth Management, Capital Formation, Mergers & Acquisitions, Wealth Management..., Venture Capital, Investments, Mergers

Education
Columbia University - Columbia Business School   2002 — 2004
MBA

University of California, Berkeley   2002 — 2003
MBA

University of Idaho   1990 — 1995
B.S. Business

Dave Otander Dave Otander Boise, Idaho Area Details
Dave Otander's The CAPROCK Group Experience August 2005 - Present
Job Chief Compliance Office, Director of Operations and Trading at The CAPROCK Group
Industry Financial Services
Experience
The CAPROCK Group   August 2005 - Present
CitiGroup/Smith Barney  2000 - 2005
IFG Network Securities   1993 - 1999
RMJ Securities  1986 - 1989
Security Pacific Market Information   1984 - 1986

Education
New York Institute of Finance

State University of New York College at Fredonia
B.S. Business Administration

Previously held Series 7,9,10,24 Licenses

Natalie Holm, CFA Natalie Holm, CFA Greater Seattle Area Details
Natalie Holm, CFA's The CAPROCK Group Experience November 2011 - Present
Job VP and Client Advisor at The CAPROCK Group
Industry Investment Management
Experience
The CAPROCK Group   November 2011 - Present
Childhaven  August 2010 - Present
Laird Norton Tyee  January 2000 - October 2011
Russell Investment Group  December 1998 - December 1999
Russell Investments  September 1994 - December 1998

Skills
Impact Investing, Wealth Management..., Strategic Financial..., Risk Management, Estate Planning, Portfolio Management, Investments, Investment Management, High Net Worth...

Education
University of Puget Sound   1988 — 1992
BA Business Leadership, Minor in Economics

Jessica Winkle Haberman Jessica Winkle Haberman Boise, Idaho Area Details
Jessica Winkle Haberman's The CAPROCK Group Experience August 2010 - Present
Job Manager, Client Service at The CAPROCK Group
Industry Financial Services
Experience
The CAPROCK Group   August 2010 - Present
The CAPROCK Group   August 2005 - August 2010
Smith Barney  December 2001 - August 2005

Skills
Mutual Funds, Asset Allocation, Integrated Marketing, Investments, Portfolio Management, Strategy

Education
University of Idaho   1995 — 2000
Bachelor of Science (B.S.), Communication and Media Studies

Julie Lentini Julie Lentini Greater Seattle Area Details
Julie Lentini's The CAPROCK Group Experience August 2014 - Present
Job Investment Management Professional | Client Service | Project Manager | Financial Operations
Industry Investment Management
Experience
The CAPROCK Group   August 2014 - Present
Rainier Investment Management  October 2005 - November 2013
Forget-Me-Not China   1998 - 2006
Highlands Community Church  March 2005 - October 2005
Aspen Services Northwest, Inc.   2004 - 2005
QuickBooks Small Business Consultant   2004 - 2005
SAFECO Asset Management   April 1992 - December 1997
Safeco Insurance  July 1990 - April 1992
Safeco Insurance  August 1985 - July 1990
Boyd, Olofson & Company   September 1983 - August 1985

Skills
Asset Management, Mutual Funds, Financial Services, Project Management, Business Analysis, Client Services, Operations Management, Small Business, Consulting, QuickBooks, Organization, Client Service Oriented, Financial System..., Cross-functional Team..., Financial Reporting, Coaching, Business Workflows, Internal Controls, Proxy Voting, Service Level Agreements, Client Billing, Business Requirements, Team Management, Investments, Microsoft Office

Education
Seattle Pacific University
BA, Accounting

Bellevue College   2013 — 2015
Project Management

George Fox University
Mathematics

Cassidy Runyan Cassidy Runyan Boise, Idaho Details
Cassidy Runyan's The CAPROCK Group Experience February 2015 - April 2015
Job Senior undergraduate accounting student, professional, and leader
Industry Accounting
Experience
Boise State COBE School of Business   August 2015 - Present
Moxie Java  December 2014 - Present
Roche Harbor Resort and Marina   July 2015 - August 2015
The CAPROCK Group   February 2015 - April 2015
Brookestone   October 2014 - February 2015

Skills
Analytical Skills, Ethical Decision Making, Organization Skills, Time Management, Business Communications, Teamwork, Accountability, Problem Solving, Deadline Oriented, Microsoft Word, Microsoft Excel, Public Speaking, Leadership, Social Networking, Customer Service

Education
Boise State University   2012 — 2016
Bachelor of Business Administration (BBA), Accounting, Senior

Brooke Irish Brooke Irish Boise, Idaho Area Details
Brooke Irish's The CAPROCK Group Experience September 2015 - Present
Job Portfolio Data Analyst & Trader at The CAPROCK Group
Industry Financial Services
Experience
The CAPROCK Group   September 2015 - Present
Heart & Core Fitness Studio LLC   November 2014 - Present
State Insurance Fund  January 2009 - October 2014
Northwestern Mutual Financial Network  February 2008 - October 2008
Givens Pursley LLP/Bolinder Dunn PLLC   July 2007 - February 2008
D.B. Fitzpatrick & Co.   June 2005 - March 2007

Skills
Customer Service, Accountable, Self Motivated, Client Relationship..., Efficient Time Manager, Excellent Communicator, Project Coordination, Excel, Bloomberg, Workers Compensation, Wealth Management, Administration, Customer Relations, Intuitively Organized, Financial Planning, Honest, Microsoft Word, Strategic Financial..., Microsoft Excel, Microsoft Office, Leadership, Coaching, Marketing, Team Building, Sales, Social Media, Team Leadership, PowerPoint, Insurance, Finance, Management, Small Business, Training, Outlook

Education
Boise State University   1999 — 2005
Bachelor Business Administration, Finance

Robert Huntsman, CFA Robert Huntsman, CFA New York, New York Details
Robert Huntsman, CFA's The CAPROCK Group Experience February 2007 - April 2008
Job Vice President at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley  2011 - Present
FTSE  2009 - 2011
Alphacet, Inc. (Saturn Partners)   April 2008 - July 2009
The CAPROCK Group   February 2007 - April 2008
Axioma, Inc. (Saturn Partners)   January 2006 - February 2007
Research Affiliates  January 2005 - December 2005
Progressive Insurance  2002 - 2004
DIRECTV Broadband  March 2000 - August 2001

Skills
Financial Modeling, Microsoft Excel, Visual Basic, Sales Management, Sales Operations, Risk Management, Asset Allocation, Tactical Asset..., Software Sales, Hedge Funds, Accounting, Quantitative Finance, Statistics, Mathematics, Indexing, Direct Sales, Social Media, SQL, Valuation, DCF Valuation, Fundamental Factor..., Statistical Factor..., Macroeconomic Factor..., Risk Analysis, VBA, R, Performance Attribution, Performance Analysis, Programming, Financial Statement..., Fundamental Analysis, Portfolio Management, Capital Markets, Asset Managment, Start-ups, Equities, Strategy, Derivatives, Alternative Investments, Quantitative Analytics, Bloomberg, Financial Markets, Trading Systems, Market Data, Business Strategy, Investment Management, Options, Asset Management, Fixed Income, Mergers & Acquisitions

Education
Stanford University   1994 — 1998
AB, Economics with Distinction; Phi Beta Kappa

University of California, Los Angeles - The Anderson School of Management   2001 — 2003
MBA, Finance, Accounting and Marketing

Pine View High School   1990 — 1994

Harvard Business School
MBA

Eric Osmundson Eric Osmundson Newport Beach, California Details
Eric Osmundson's The CAPROCK Group Experience January 2015 - Present
Job Associate at The CAPROCK Group
Industry Investment Management
Experience
The CAPROCK Group   January 2015 - Present
ICG Advisors, LLC  May 2010 - December 2014
Eisbaren Bremerhaven Basketball Club   August 2008 - June 2009
NBDL   October 2006 - June 2008

Skills
Valuation, Basketball, Private Equity, Entrepreneurship, Financial Modeling, Venture Capital, Due Diligence, Emerging Markets, Hedge Funds

Education
University of Pennsylvania   2002 — 2006
B.A., Biological Anthropology

University of Utah   2001 — 2002
Biology

Matthew Weatherley-White Matthew Weatherley-White Boise, Idaho Details
Matthew Weatherley-White's The CAPROCK Group Experience August 2005 - Present
Job Managing Director, CoFounder The CAPROCK Group
Industry Financial Services
Experience
The CAPROCK Group   August 2005 - Present
Huntington Capital   January 2014 - Present
Surya Capital   July 2012 - Present
TriLinc Global  July 2012 - Present
The Lee Pesky Learning Center   1997 - Present
Recovery Science and Technology, LLC   September 2008 - Present
Smith Barney  April 1993 - August 2005

Skills
Asset Allocation, Private Equity, Portfolio Management, Investments, Wealth Management, Impact Investing, Strategy, Competitive Analysis, Finance, Entrepreneurship, Coaching, Financial Services, Emerging Markets, Alternative Investments, Management, Venture Capital, Start-ups

Education
Dartmouth College   1982 — 1987
Bachelor of Arts (B.A.)

Phillips Academy Andover   1979 — 1982
Prep School

Jefferson Jewell Jefferson Jewell Boise, Idaho Details
Jefferson Jewell's The CAPROCK Group Experience March 2015 - Present
Job
Industry Investment Management
Experience
The CAPROCK Group   March 2015 - Present
The CAPROCK Group   January 2014 - March 2015
Xtreme Consulting Group, Inc.   October 2010 - December 2013
Blackfin  January 2000 - October 2010
Balihoo  April 2005 - December 2007
Stoel Rives LLP  1998 - 2000

Skills
Strategic Planning, Start-ups, Entrepreneurship, Leadership, New Business Development, Program Management, SaaS, Business Development, Cross-functional Team..., Management, Strategy, Business Strategy, Executive Management, Business Planning, Team Leadership, Outsourcing, Contract Negotiation, Consulting, Cloud Computing, Integration, Product Management, Business Intelligence, Business Process..., Mergers & Acquisitions, Process Improvement, Management Consulting, CRM, Enterprise Software, Strategic Partnerships, E-commerce, Vendor Management, Team Building, Solution Selling, Business Analysis, Product Marketing, IT Strategy, Competitive Analysis, Go-to-market Strategy, Professional Services, Venture Capital

Education
Cornell Law School   1995 — 1998
J.D., Corporate Law and Finance

University of California, Los Angeles   1989 — 1994
B.A., History, Political Science

Boise High School

Todd Sixt Todd Sixt San Francisco Bay Area Details
Todd Sixt's The CAPROCK Group Experience August 2008 - September 2009
Job Vice President, Director of Client Services for the Pacific NW Division at Alpha Cubed Investments, LLC
Industry Financial Services
Experience
Alpha Cubed Investments, LLC   October 2014 - Present
TD Ameritrade  March 2010 - October 2013
Schwab Advisor Services  2009 - 2010
The CAPROCK Group   August 2008 - September 2009
Fidelity Investments  1996 - November 2007

Education
Miami University   1987 — 1994

Talawanda High School

Talawanda High School

Talawanda High School

Talawanda High School

Erik Jensen, CFP® Erik Jensen, CFP® Boise, Idaho Area Details
Erik Jensen, CFP®'s The CAPROCK Group Experience January 2011 - Present
Job Senior Associate at the CAPROCK Group
Industry Investment Management
Experience
The CAPROCK Group   January 2011 - Present
Clearwater Advisors, LLC  April 2010 - January 2011
Laird Norton Tyee  June 2006 - March 2010
Russell Investment Group  July 2005 - June 2006

Skills
Portfolio Management, Asset Allocation, Investments, Start-ups, Business Development, Strategic Financial..., Financial Modeling, Asset Management, Equities, Private Equity, Investment Management, Wealth Management, Financial Planning, Investment Strategies, Alternative Investments, Financial Analysis

Education
Pacific Lutheran University   2002 — 2006
Finance, Economics

Timberline

Robert Kim Robert Kim San Jose, California Details
Robert Kim's The CAPROCK Group Experience October 2013 - Present
Job Associate & Investment Analyst at The CAPROCK Group
Industry Investment Management
Experience
The CAPROCK Group   October 2013 - Present
Bronze Investments   January 2013 - October 2013
Social Venture Fund   September 2011 - April 2013
Satori Capital  June 2012 - August 2012
Stage 2 Innovations  January 2012 - May 2012
Accenture  February 2010 - August 2011
Accenture  April 2008 - January 2010
Accenture  September 2005 - March 2008

Skills
Venture Capital, Business Strategy, Business Planning, Product Management, Mobile, Product Development, Strategic Planning, Financial Modeling, Analytics, Marketing Strategy, Competitive Analysis, Market Entry, Product Marketing, Due Diligence, Wireless, Telecommunications, Product Strategy, Mobile Technology, Advertising, Mobile Analytics, Clean Technology, Educational Technology, Business Development, Market Analysis

Education
University of Michigan - Stephen M. Ross School of Business   2011 — 2013
MBA, Finance and Entrepreneurship

Carnegie Mellon University - Tepper School of Business   2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General

University High School

Brian Pruniski, CFA Brian Pruniski, CFA San Francisco Bay Area Details
Brian Pruniski, CFA's The CAPROCK Group Experience September 2008 - Present
Job VP at The CAPROCK Group
Industry Investment Management
Experience
The CAPROCK Group   September 2008 - Present
Wachovia, A Wells Fargo Company  July 2006 - March 2008
KPMG  January 1999 - March 2004

Education
Vanderbilt University   2004 — 2006
MBA, Finance

Texas Christian University   1994 — 1998
BBA, Accounting & Finance

Gregory Mech Gregory Mech Orange County, California Area Details
Gregory Mech's The CAPROCK Group Experience September 2013 - Present
Job Managing Director at The CAPROCK Group
Industry Financial Services
Experience
The CAPROCK Group   September 2013 - Present
eMaxx Partners LLC   January 2012 - September 2013
Merrill Lynch  January 1983 - December 2010

Skills
Wealth Management, Series 7, Alternative Investments, Financial Analysis, Investments, Strategy, Mutual Funds, Team Leadership, Asset Allocation, Retirement Planning, Series 63, Strategic Planning, Investment Advisory, Investment Strategies, 401k, Executive Management, Marketing, Leadership, Strategic Financial..., Retirement, Asset Management, Investment Management, Securities, Management, Financial Advisory, High Net Worth..., Hedge Funds, Financial Services, FINRA, Series 24, Portfolio Management, ETFs, Equities, Wealth, Series 65, Estate Planning, Wealth Management..., Uniform Combined State..., Fixed Income, IRAs, Separately Managed..., Private Banking, Fixed Annuities, Financial Planners, Series 6

Education
Northwestern University
BA

Sheboygan South

Andy Pazdan Andy Pazdan Boise, Idaho Area Details
Andy Pazdan's The CAPROCK Group Experience May 2006 - Present
Job Manager of Client Reporting at The CAPROCK Group
Industry Financial Services
Experience
The CAPROCK Group   May 2006 - Present

Skills
Investments, Portfolio Management, Financial Modeling, Private Equity, Investment Strategies, Financial Reporting, Performance Measurement, Portfolio Performance..., Financial Analysis

Education
Boise State University
Finance