Mark Kenneth Gustafson
Founder at The Caprock Group LLC
Profile
Mr. Mark K.
Gustafson, CFA, is a Client Advisor of Investments at The Caprock Group, Inc. and a President at Gustafson Logging Co. He serves a variety of roles at Caprock and is the principal architect of the firm’s impact investing platform.
In this role, he harnesses his diverse, nearly 30-year career in managing capital to continue to evolve what is already a leading solution to the challenges of investing portfolios towards impact; guiding asset allocation, integrating impact into traditional investment methodology, defining impact due diligence processes, structuring deals and leading the firm’s innovative impact reporting framework, iPAR.
Prior to founding Caprock, Mr. Gustafson's experience includes hedge fund management, portfolio management and institutional investment consulting, all in the San Francisco Bay Area.
He received his degree in Economics from the University of California at Davis in 1990 and earned the Charted Financial Analyst designation in 1993.
He also serves on the board of iPAR, LLC.
Mark Kenneth Gustafson active positions
| Companies | Position | Start |
|---|---|---|
Gustafson Logging Co.
 Gustafson Logging Co. Forest ProductsNon-Energy Minerals Gustafson Logging Co. provides logging contracting services. The company was founded in 1974 and is headquartered in Astoria, OR. | President | 2010-09-15 |
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. | Founder | 2005-07-31 |
Former positions of Mark Kenneth Gustafson
| Companies | Position | End |
|---|---|---|
Hewlett-Packard Financial Services Co.
 Hewlett-Packard Financial Services Co. Miscellaneous Commercial ServicesCommercial Services Hewlett-Packard Financial Services Co. provides financial lifecycle management services. Its customers include small and mid-sized businesses, government agencies, educational institutions and large, multinational corporations. The company was founded in 1997 and is headquartered in Murray Hill, NJ. | Corporate Officer/Principal | - |
Porter Capital Management Co.
 Porter Capital Management Co. Investment ManagersFinance Porter Capital Management Co. is an independent hedge fund management firm headquartered in Greenbrae, California. The firm was founded by Jeffrey Porter in 1992 and provides investment advice to high net-worth clients. | Corporate Officer/Principal | - |
Training of Mark Kenneth Gustafson
| University of California, Davis | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Porter Capital Management Co.
Porter Capital Management Co. Investment ManagersFinance Porter Capital Management Co. is an independent hedge fund management firm headquartered in Greenbrae, California. The firm was founded by Jeffrey Porter in 1992 and provides investment advice to high net-worth clients. | Finance |
Hewlett-Packard Financial Services Co.
Hewlett-Packard Financial Services Co. Miscellaneous Commercial ServicesCommercial Services Hewlett-Packard Financial Services Co. provides financial lifecycle management services. Its customers include small and mid-sized businesses, government agencies, educational institutions and large, multinational corporations. The company was founded in 1997 and is headquartered in Murray Hill, NJ. | Commercial Services |
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 |
Gustafson Logging Co.
Gustafson Logging Co. Forest ProductsNon-Energy Minerals Gustafson Logging Co. provides logging contracting services. The company was founded in 1974 and is headquartered in Astoria, OR. | Non-Energy Minerals |
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