#United States #Chicago #Wealth Management #Caprock Group #David Solow

Caprock Group Welcomes Veteran Advisor David Solow to Chicago Office

The Caprock Group, known for its expertise in wealth management for ultra-high-net-worth clients, is thrilled to announce the arrival of David Solow as the new Managing Director and Client Advisor at their Chicago office. With a wealth of experience in financial services, particularly in wealth and investment management, Solow is expected to bring significant value to the firm’s client offerings.

A Stellar Background in Wealth Management

David Solow has a rich history in financial advising, having dedicated over 15 years to Goldman Sachs Private Wealth. During his tenure, he co-led a prestigious team that successfully managed more than $5 billion in assets. This impressive track record not only highlights his financial acumen but also shows his capability in providing tailored advice to a sophisticated clientele, which includes CEOs, entertainers, athletes, and high-net-worth families.

"We are excited to welcome David to Caprock. His knowledge and experience in working with various high-profile clients will significantly enhance Caprock's services," said Bill Gilbert, Co-CEO of Caprock. The firm caters to clients with complex wealth management needs, and with Solow's extensive experience, Caprock is poised to expand its already impressive capabilities further.

Solow's Journey and Community Involvement

Solow began his professional journey as an attorney with Neal, Gerber and Eisenberg, graduating from Stanford University. His shift to wealth management came in 2009 when he joined Goldman Sachs. Apart from managing rich portfolios, he also played a crucial role in training and developing emerging advisors within the firm.

In addition to his professional achievements, Solow is actively involved in community service, particularly supporting various initiatives in the Jewish community. He expressed his excitement about joining Caprock, stating, "I am thrilled to join Caprock where I have the opportunity and responsibility to act as a fiduciary to represent my clients' best interests. Remarkably, I was impressed with Caprock's modern approach to investment opportunities and its flexible solutions."

Caprock's Commitment to Tailored Wealth Management

Founded in 2005, Caprock has established itself as a leading multi-family office and Registered Investment Advisor (RIA). With over 400 ultra-high-net-worth families trusting its services and managing a staggering total of more than $12.6 billion in assets under advisement, Caprock is recognized for its bespoke wealth management strategies tailored to meet unique client objectives.

Caprock offers an innovative, endowment-like investment approach, gaining extensive expertise in private equity, venture capital, real estate, and private credit. They also play an influential role in the industry regarding impact investing. As an SEC-registered investment advisor and a founding B-Corporation, Caprock has received numerous accolades from top financial publications, underscoring its position in the wealth management industry.

In a competitive landscape where understanding complex financial needs is essential, David Solow's addition to the Caprock team reinforces the firm's dedication to providing unparalleled service to its clients. His expertise will be instrumental in driving Caprock's mission of helping ultra-high-net-worth families navigate their financial journeys with confidence and ease.

As the wealth management landscape continues to evolve, Caprock remains committed to enhancing its services to meet the changing needs of its sophisticated clientele. With the addition of David Solow, the firm is set to forge ahead in delivering innovative solutions tailored to the diverse challenges faced by their clients today.