Profil
Mr. Robert Kim is a Client Advisor at The Caprock Group, Inc. He advises families and foundations to develop customized portfolios by incorporating his expertise in investment management and impact investing.
In addition to managing investment portfolios, he assists in designing clients’ impact strategies and in structuring endorsement-related direct investments in Asia and the U.S.
In addition to the client advisory work, he serves on Caprock’s Investment Committee and leads due diligence on select impact investments.
Prior to joining Caprock, Mr. Kim invested in early-stage and late-stage companies committed to creating positive impact at Bronze Investments, Satori Capital, and the Social Venture Fund.
He began his career at Accenture’s Strategy Group where he advised C-Suite client executives on strategic investments and new business incubation.
Mr. Kim holds a Business Administration undergraduate degree from Carnegie Mellon University and a MBA from the University of Michigan.
Anciens postes connus de Robert Kim
| Sociétés | Poste | Fin |
|---|---|---|
The Caprock Group LLC
 The Caprock Group LLC Investment ManagersFinance The Caprock Group LLC (Caprock) is a SEC-registered investment advisor and wealth management firm headquartered in Boise, Idaho. The firm was co-founded in 2005 by Mark Gustafson, Richard Rock, William G. Gilbert, Jr., and Gregory A. Brown. Caprock provides fee-only private wealth management, family office and advisory services to individuals, families, corporate pension and profit-sharing plans, trusts, charitable institutions, foundations, endowments and family-owned corporations, limited liability companies and limited partnerships. | Membre du Comité d'Investissement | 01/01/2022 |
Accenture LLC
 Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Corporate Officer/Principal | - |
Satori Capital LLC
 Satori Capital LLC Investment ManagersFinance Satori Capital LLC (Satori Capital) is a private equity firm founded in 2008 by Sunny Creek Vanderbeck and Randy Marc Eisenman. The firm is headquartered in Dallas, Texas. | Corporate Officer/Principal | - |
Bronze Investments LLC
 Bronze Investments LLC Investment ManagersFinance Bronze Investments LLC (Bronze Investments) is a venture capital firm founded in 2009 by Stephen de Berry. The firm is headquartered in Palo Alto, California. | Corporate Officer/Principal | - |
Formation de Robert Kim
| Carnegie Mellon University | Undergraduate Degree |
| University of Michigan | Masters Business Admin |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
The Caprock Group LLC
The Caprock Group LLC Investment ManagersFinance The Caprock Group LLC (Caprock) is a SEC-registered investment advisor and wealth management firm headquartered in Boise, Idaho. The firm was co-founded in 2005 by Mark Gustafson, Richard Rock, William G. Gilbert, Jr., and Gregory A. Brown. Caprock provides fee-only private wealth management, family office and advisory services to individuals, families, corporate pension and profit-sharing plans, trusts, charitable institutions, foundations, endowments and family-owned corporations, limited liability companies and limited partnerships. | Finance |
Accenture LLC
Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Commercial Services |
Satori Capital LLC
Satori Capital LLC Investment ManagersFinance Satori Capital LLC (Satori Capital) is a private equity firm founded in 2008 by Sunny Creek Vanderbeck and Randy Marc Eisenman. The firm is headquartered in Dallas, Texas. | Finance |
Bronze Investments LLC
Bronze Investments LLC Investment ManagersFinance Bronze Investments LLC (Bronze Investments) is a venture capital firm founded in 2009 by Stephen de Berry. The firm is headquartered in Palo Alto, California. | Finance |
