Overlock Capital is a family office that guides select families through the opportunities and challenges that accompany significant wealth. We are focused on creating value first and foremost for our clients. Our experience allows us to think differently about the opportunities in front of the families we serve and how we can further their success.
| Website | http://overlockcapital.com |
| Employees | 6 (5 on RocketReach) |
| Founded | 2023 |
| Industry | Financial Services |
| Keywords | Family Office, Wealth Preservation, Private Wealth, Wealth Management, Investment Management, High Net Worth, Portfolio Management, Financial Services, Financial Planning, Alternative Investments, Financial Advisory, Multi Family Office, Investment Consulting, Estate Planning, Retirement Planning, Impact Investing, Tax Planning, Legacy Planning, Trust Services, Philanthropic Advising |
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Alex Fenzl is the Managing Partner and CFO of Overlock Capital.
5 people are employed at Overlock Capital.
Top Overlock Capital Employees
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Alex Fenzl
Managing Partner and CFO at Overlock Capital
Washington, DC, US31 -
Katie
Managing Partner at Overlock Capital
Washington, DC, US22 -
David Orleans
Advisor at Overlock Capital
Washington, DC, US15+ -
Greg Bowman
Senior Associate at Overlock Capital
Cary, NC, US11 -
Joe Cusimano
Principal at Overlock Capital
Washington, DC, US22
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