Jennifer A. Ayer has joined Caprock as Managing Director of Purpose-Driven Wealth, a newly created position focused on families seeking to connect capital with values and long-term planning priorities. The firm said the role builds on its existing impact investing work.
Ayer has 25 years of experience advising ultra-high net worth families, foundations and investors. Her background includes impact investing, portfolio construction, philanthropy, gender-lens investing and generational wealth transitions.
Prior to Caprock, she co-led impact investing strategy at AlTi Tiedemann Global, where she worked on the connection between impact objectives and family financial planning and led its strategy for supporting diverse fund managers and ownership models.
“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.”
The firm said it advises 436 families with more than $16 billion in assets under advisement and has deployed more than $2 billion in120 intentional impact funds since 2007.
“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.
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