Caprock Appoints Jennifer A. Ayer to Lead Purpose-Driven Wealth Strategy

Ayer joins the firm with a 25-year track record advising foundations and wealthy families on philanthropy, gender-lens investing, and generational wealth transitions. Her most recent tenure at AlTi Tiedemann Global involved co-leading impact strategy and overseeing Inclusive Innovation initiatives, where she directed capital toward diverse fund managers and expanded market access.

At Caprock, Ayer will leverage this background to refine how the firm navigates complex wealth transfers and the evolving landscape of intentional investing. Her role comes as Caprock continues to scale its impact footprint, which includes over $2 billion deployed across 120 dedicated funds. Greg Brown, co-CEO of Caprock, noted that Ayer’s appointment addresses a growing demand among clients for sophisticated guidance on integrating capital with personal legacy and social objectives.

Founded in 2005, the Boise-based firm oversees more than $16 billion in assets for 436 families. Its history with values-aligned finance predates the broader industry shift toward ESG, marked by its 2007 status as one of the first three financial services firms to attain B Corporation certification.