Browsing Archive: September, 2013

New Update: Capital Hedge Launches Live Investor Feed Functionality

Posted by Family Office Intel . on Thursday, September 12, 2013, In : Family Office Databases

By: Russ D’Argento

Capital Hedge is pleased to announce the release of the Capital Hedge Live Investor Feed, an exciting new feature now active on the Capital Hedge v2.0 Interface. Our live investor feed allows Capital Hedge clients to view a ‘real-time’ stream of investor data as it becomes available on the platform. With this new functionality, the feed will display an actively updated string of newly added & updated investor profiles. We feel this will greatly increase the efficiency ...

Caprock Family Office Opens Newport Beach Office

Posted by Family Office Intel . on Sunday, September 8, 2013, In : Family Office News & Media

The Caprock Family Office, a Boise, Idaho-based multi-family office, has tapped wealth management veteran Greg Mech as a managing director to head its new office in Newport Beach.

Caprock, which serves as a financial adviser to high-net-worth clients, has other offices in San Jose, Seattle and Park City, Utah.

Mech, a Laguna Niguel resident, has spent nearly four decades in the wealth management and consulting fields, including a 29-year tenure at Merrill Lynch & Co., now part of Bank of Americ...

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