Job Details

Overview

Frank Giuliano, a former vice president of corporate development at LPL Financial, will join multi-family RIA Caprock to lead M&A and advisor recruiting.

Giuliano joins Caprock in Boise, Idaho, from his previous role as vice president of corporate development at LPL Financial. He worked there for more than four years and helped launch the companys liquidity and succession programs.

Role and Responsibilities

Giulianos new position will entail expansion in new and existing markets through acquisition and recruiting.

Company Background

The firm operates as an outsourced chief investment officer and chief financial officer for 400 wealthy families from offices in cities including Boise, Chicago, Denver, New York, San Jose and Seattle.

The firm has grown its assets by nearly $10 billion from a base of $3.6 billion in 2020, according to data from RIA Growth Catalyst. Caprock received investment from private equity firm TA Associates in 2021, but didnt make its first acquisition until 2024, adding Grey Street Capital, a Chicago-based advisory with $2.2 billion in client assets.

Emily Blue had held the role of head of corporate development for Caprock from January 2023 until February 2024, when she launched a sell-side advisory firm called Hue Partners.

Leadership Perspective

While Caprock is committed to growing, we are relentlessly focused on finding firms or individual professionals who enhance the quality of our offering to our clients, Caprock Co-CEO Bill Gilbert said in a statement. Frank shares our vision and mindful approach. He has experience in evaluating opportunities that align with our clients needs, and we look forward to working closely with him.