Caprock Names Jennifer A. Ayer Managing Director of Purpose-Driven Wealth

This is a newly created role aimed at expanding services for families who want their investments to reflect their values and long-term goals better better.

Ayer brings 25 years of experience working with ultra-high-net-worth families, foundations, and investors. Her expertise includes impact investing, portfolio construction, philanthropy, gender-lens investing, and generational wealth planning.

Caprock has long been active in impact investing, with roots going back over 20 years. In 2007, it became one of the first financial services firms to be certified as a B Corporation. Since then, the firm has invested more than $2 billion across 120 impact-focused funds.

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Most recently, Ayer co-led the impact investing strategy at AlTi Tiedemann Global, where she worked with ultra high net worth clients on portfolio construction, integrating impact goals and aligning investments with broader family financial planning.

She also led the firm’s Inclusive Innovation strategy, directing capital toward investments that improve access and affordability and support diverse fund managers and ownership structures.

Across her career, Ayer has focused on working with female investors and expanding access to capital through inclusive investing. This experience will support Caprock’s work with clients during wealth transitions and help shape its approach to women and wealth and the broader transfer of wealth.

"What attracted me to Caprock was its long-standing commitment to impact investing and the depth of experience it has built serving families who want their capital to reflect their values," Ayer said. "There is real strength in that history, but also a clear openness to continuing to evolve with the industry and lead in new ways. I'm excited to build on that foundation by helping clients think more intentionally about what their wealth can support, the change it can advance and the priorities it can carry forward."

"At a time when more families are looking for thoughtful guidance on how their wealth can reflect their values and priorities, Jennifer brings the experience, judgment and perspective this role requires," said Greg Brown, Caprock co-CEO. "She has spent her career helping investors think more intentionally about what their capital can support, who it can benefit and the priorities they want to carry forward."

About Caprock

Founded in 2005, The Caprock Group LLC (Caprock) is a top-ranked multi-family office RIA serving ultra-high-net-worth clients. Caprock acts as an outsourced chief investment officer and chief financial officer for 436 wealthy families, with more than $16 billion in assets under advisement.

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