Long-only, public equities
|
Separately managed accounts
|
Low account minimums
|
Majority women-owned
|
Long-only, public equities | Separately managed accounts | Low account minimums | Majority women-owned |
Coble Jorgensen is the founder of Cap Six, serves as Chief Executive Officer and Chief Compliance Officer of the firm, and oversees development of the technology platform underpinning its investment process. She is also a member of the firm’s Investment Committee.
Coble has been a private investor for over 20 years. She is trained as a lawyer and has executive experience with family run businesses. She currently serves on the boards of King Ranch, Inc., Kleberg and Company Bankers, Inc. and the San Jacinto Museum and Battlefield Association.
Coble graduated cum laude from Harvard College and received a J.D., with honors, from the University of Texas School of Law. She is also a certified mediator and volunteers in family law mediations through the Harris County Dispute Resolution Center.
Jeff Jorgensen is the lead Portfolio Manager and Chief Investment Officer for Cap Six. In this role he oversees investment research, risk management, and portfolio decision-making for all Cap Six strategies.
Prior to joining Cap Six, Jeff was a Managing Director in the Public Securities Group of Brookfield Asset Management (“Brookfield”). He was co-lead Portfolio Manager and the Director of Research for the Energy Infrastructure strategies at Brookfield and at the predecessor firm, Center Coast Capital, which sold to Brookfield in 2018. In addition to his role as Portfolio Manager and Director of Research, Jeff was the investment team representative on the senior leadership team, a founding member of the firm’s ESG Committee, and a member of the firm’s Investment Committee with oversight of all Real Estate, Global Infrastructure, Real Asset Debt, and Real Asset strategies.
Earlier in his career, Jeff was an Executive Director at UBS Investment Bank, an Associate in the investment banking division of Morgan Stanley, and an attorney at Bracewell LLP. Jeff began his career in the Houston Astros baseball organization after being drafted in the 7th round of the 2003 MLB Draft.
Jeff graduated with a triple major in Economics, Managerial Studies, and Sports Management from Rice University and received a J.D., with honors, from the University of Texas School of Law.
Rachel Gilbert leads Trading & Operations at Cap Six. In this role, she oversees the firm’s day-to-day operations, performance, and reporting. She also is responsible for identifying process-enhancement solutions that support the growth of Cap Six. In addition, she executes all trades for the firm.
Prior to joining Cap Six, Rachel was a Director in the Public Securities Group of Brookfield Asset Management and Director of Operations for Center Coast Capital Advisors. She began her career in sales with Johnson & Johnson. Rachel has experience supporting multiple product lines including mutual funds, hedge funds and separate accounts in trading, portfolio operations and client servicing.
Rachel graduated with a Bachelor of Science degree from the University of South Carolina.
