Jeffrey Gumeson

Managing Director CAPROCK

Role: Managing Director at Caprock
Location: Park City, UT, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Jeffrey Gumeson

Jeff Gumeson, CFA is a Managing Director at CAPROCK and leads our Park City office. Jeff…

Experience

Managing Director
Caprock
Feb 2015 — Present · Park City, UT, US

Education

University of Utah
B.S. Finance, Finance
1992 — 1998
University of Utah - David Eccles School of Business
Bachelor of Science (B.S.), Finance

Skills

Alternative Investments
Equity Research
Investments
Bloomberg
Equities
Financial Modeling
Portfolio Management
Asset Managment
Mutual Funds
Hedge Funds
Valuation

Contact information

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•••••@caprock.com
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Current company

Caprock

Investment Management · 141 employees · Founded 2005 · Boise, Idaho, United States

Caprock is a top multi-family office Registered Investment Advisory (RIA) serving ultra-high-net-worth clients. Founded in 2005, Caprock acts as a full-service outsourced chief investment officer and chief financial officer for over 400 wealthy families with a total of more than $21 billion in assets under advisement. The firm is privately held with locations in Boise, Seattle, San Jose, Newport Beach, Park City, New York, Austin, Chicago, Scottsdale, Winter Park, and Denver Caprock's clients benefit from the firm's endowment-like investment approach. The firm has expertise and access to private markets, where it manages more than $8 billion in investments, including private equity, venture capital, real estate and private credit. Caprock also has expertise and is an industry thought leader in impact investing. The firm is an SEC-registered investment advisor and a founding B-Corporation. Caprock has received recognition as a top advisory firm in its category from Barron's, Financial Advisor Magazine, USA Today, and others. This site is intended to provide general information about Caprock and is not a solicitation or offer to sell investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists. All content is for informational purposes only and may not constitute a complete description of available investment services. Registration with the SEC does not imply a certain level of skill or training. Data as of 7/31/26.

caprock.com

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About Jeffrey Gumeson

Experience

Managing Director

Education

University of Utah

University of Utah - David Eccles School of Business

Skills

Find verified contacts for anyone on LinkedIn