Gregory Mech

Managing Director @Caprock

Laguna Beach, CA, US
MOBILE NUMBERS
+19•••••••83

Signup · Get unlimited contacts

WORK HISTORY

Sep 2013 — Present

Managing Director @Caprock

View department →

As Managing Director of Caprock office in Newport Beach, CA, I bring global private wealth management and strategy expertise from over 40 years of experience in financial markets. The CAPROCK Group focuses exclusively on families. The firm acts as a family\'s CFO and CIO providing wealth strategies and intensive risk management with access to solutions throughout the capital markets and wealth management universe. Most importantly we provide intentional solutions that consider the entirety of a family\'s wealth, that are tailored to the client’s goals and values and that are designed to fulfill the client’s specific needs.

SKILLS

Estate PlanningSeries 7Alternative InvestmentsInvestment Strategies401kWealth ManagementWealth Management ServicesFinancial AdvisorySeries 63Asset AllocationFinancial PlannersTeam LeadershipFixed IncomeInvestmentsSeries 6Series 65Portfolio ManagementSecuritiesFinancial AnalysisEquitiesRetirementLeadershipInvestment AdvisoryRetirement PlanningStrategic PlanningFinancial ServicesExecutive ManagementPrivate BankingMarketingStrategyAsset ManagementSeries 24Fixed AnnuitiesStrategic Financial PlanningManagementInvestment ManagementHigh Net Worth IndividualsIrasUniform Combined State LawSeparately Managed Accounts

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.