Eric Osmundson
Client Lead at Caprock- Claim this Profile
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Bio
Credentials
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Series 65
FINRA
Experience
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Caprock
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United States
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Investment Management
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1 - 100 Employee
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Client Lead
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Jan 2017 - Present
The Caprock Group is a full service multi-family office that manages capital for families and their related entities. We act as the Chief Investment Officer and Chief Financial Officer for a select group of ultra-high net worth families, single-family offices, and foundations with an expertise and focus on alternative, real asset (real estate), and private investments. Caprock manages 200+ core households representing assets under advisement of $9+ Billion. As a founding B Corp, we are also well-known as an experienced impact investment platform across all asset classes.
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Senior Investment Associate
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Jan 2015 - Jan 2017
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ICG Advisors, LLC
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United States
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Investment Management
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1 - 100 Employee
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Analyst
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May 2010 - Dec 2014
Offering investment consulting, Outsourced Chief Investment Officer (OCIO), and proprietary multi-manager strategies, ICG Advisors oversees over $5 billion in assets for institutions and high net worth families. Our core principles are to maintain fiduciary responsibility, to align our interests with those of our clients, and to construct all-weather investment portfolios that preserve capital and meet long-term financial objectives. Offering investment consulting, Outsourced Chief Investment Officer (OCIO), and proprietary multi-manager strategies, ICG Advisors oversees over $5 billion in assets for institutions and high net worth families. Our core principles are to maintain fiduciary responsibility, to align our interests with those of our clients, and to construct all-weather investment portfolios that preserve capital and meet long-term financial objectives.
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Professional Basketball Player
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Aug 2008 - Jun 2009
Played point guard for Bremerhaven in Germany's top professional basketball division BBL Played point guard for Bremerhaven in Germany's top professional basketball division BBL
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NBA G League
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United States
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Spectator Sports
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400 - 500 Employee
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Professional Basketball Player
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Oct 2006 - Jun 2008
Played point guard for the Colorado 14er's of the NBA's Development League which served as the farm team for the NBA's Denver Nuggets. Played point guard for the Colorado 14er's of the NBA's Development League which served as the farm team for the NBA's Denver Nuggets.
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Education
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University of Pennsylvania
B.A., Biological Anthropology -
University of Utah
Biology