Eric Osmundson

Client Lead at Caprock
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Series 65
    FINRA

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Client Lead
      • 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.

    • Senior Investment Associate
      • Jan 2015 - Jan 2017

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Analyst
      • 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.

    • Professional Basketball Player
      • 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

    • United States
    • Spectator Sports
    • 400 - 500 Employee
    • Professional Basketball Player
      • 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.

Education

  • University of Pennsylvania
    B.A., Biological Anthropology
    2002 - 2006
  • University of Utah
    Biology
    2001 - 2002

Community

You need to have a working account to view this content. Click here to join now