Caprock announced it has named Jennifer A. Ayer as Managing Director of Purpose-Driven Wealth, a newly created role focused on helping families align their capital with their values, priorities, and legacy.
Caprock is a multi-family office Registered Investment Advisor serving ultra-high-net-worth clients. The new role reflects the firm’s continued expansion of offerings for families seeking to connect wealth planning, impact investing, philanthropy, and long-term family priorities.
Ayer brings 25 years of experience advising ultra-high-net-worth families, foundations, and investors on impact investing, portfolio construction, philanthropy, gender-lens investing, and generational wealth transitions.
Her appointment builds on Caprock’s long-standing work in impact investing. The firm’s impact investing roots date back about two decades, before values-aligned investing became widely adopted across the wealth management industry.
In 2007, Caprock became a founding B Corporation, a designation for companies that meet high standards for social and environmental performance, accountability, and transparency. At the time, Caprock was one of only three financial services firms to receive the designation.
Since then, Caprock has deployed more than $2 billion across 120 intentional impact funds.
Most recently, Ayer co-led impact investing strategy at AlTi Tiedemann Global. In that role, she worked with ultra-high-net-worth clients on portfolio construction, investment integration, and the connection between impact objectives and broader family financial planning.
Ayer also oversaw AlTi Tiedemann Global’s Inclusive Innovation strategy, which directed capital toward investments focused on expanding access and affordability while supporting diverse fund managers and ownership models.
Throughout her career, Ayer has worked closely with female investors and focused on expanding access to investment capital through inclusive investment strategies. Caprock said this experience will support its work with clients navigating wealth transitions and help shape the firm’s thinking around women and wealth, as well as the great wealth transfer.
Caprock is headquartered in Boise, Idaho, and serves ultra-high-net-worth families through investment advisory, impact investing, and family office services.
KEY QUOTES:
“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. 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.”
Greg Brown, Co-CEO of Caprock
“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. 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.”
Jennifer A. Ayer, Managing Director of Purpose-Driven Wealth at Caprock
