Today, we're going in depth with Greg Brown, the Co-CEO of Caprock, an independent multi-family office serving ultra–high-net-worth families. Before leading Caprock, he built a career as an entrepreneur and investor — experience that now shapes his approach.
In this episode you’ll learn:
Timestamps:
00:00 - Introduction
01:14 - Fun special skills and playing in a cover band
03:13 - Greg’s early days as a tech entrepreneur—the lessons he learned and how being “unhirable” led to entrepreneurship
05:10 - Moving into the wealth space and starting Caprock
08:02 - The early years of Caprock—bootstrapping to the first $1B
16:05 - What Greg looks for when recruiting talent
19:04 - Leadership philosophies and why there are nights he does dishes at his own firm
20:53 - Changes and innovations in the wealth space that Greg is paying attention to
28:45 - Work Ethic Rapid Fire Questions
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Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)
Find out more about Greg and Caprock (https://caprock.com/about/our-team/gregory-brown/)
Connect with Greg on LinkedIn (https://www.linkedin.com/in/gregorybrown/)
Today we're going in depth with Jonathan Foster. Jon is the president and CEO of Angeles Wealth Management. He's had a long career in wealth and an interesting family legacy, and as a result, has great stories to tell.
Today, we're going in depth with Kelly Coffey, the co-founder and executive chairman of Verita Strategic Wealth Partners. Kelly has spent the past three decades leading at the highest levels of finance, including CEO of City National Bank and CEO of J.P Morgan's U.S. Private Bank.
Today, we're going in depth with Adam Katz, partner and head of the founder and entrepreneur group at Corient. Adam has more than 25 years of experience in ultra-high-net-worth wealth management, and working with founders and entrepreneurs.
Welcome to Work Ethic, a new interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success — from scaling billion-dollar startups to future-proofing century-old firms — but also the personal stories, leadership lessons, and pivotal decisions that defined their journeys.