Sarah Chobot Falgiatano

Sarah Chobot Falgiatano, AIF®

Principal

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Sarah Chobot Falgiatano is a principal and institutional advisor based in Greenwood Village, Colorado.

Sarah advises a broad range of institutional investors, including corporate retirement plans, endowments and foundations, healthcare organizations, and family offices. She partners with boards, investment committees, and organizational leadership on complex investment and fiduciary matters, helping organizations strengthen governance and align investment strategy with long-term objectives.

Prior to joining CAPTRUST in 2021, Sarah was an investment consultant at Ellwood Associates, where she advised institutional investors and served on both the defined contribution team and the traditional manager research committee.

Sarah earned a Bachelor of Business Administration in Finance and Marketing from the University of Iowa and holds the Accredited Investment Fiduciary (AIF®) designation.

In addition to serving clients, Sarah is actively involved in CAPTRUST’s Women’s Initiative. She has been part of teams recognized by industry publications, including Barron’s Top 100 Institutional Consulting Teams (2023-2026) and NAPA Top DC Advisor Teams (2022, 2024, and 2025).

Education

Bachelor of Business Administration degree in finance and marketing from the University of Iowa

Industry Designations

Accredited Investment Fiduciary®

Industry Involvement

Defined Contribution Institutional Investment Association
WE Inspire. Promote. Network (WIPN)
Women Investment Professionals | Chicago

Memberships

Member, CAPTRUST Women’s Initiative

Awards & Recognition

Barron’s Top 100 Institutional Consulting Teams | 2023, 2024, (Team Chicago) 2025, and 2026 (Team Denver)
NAPA Top DC Advisor Teams | 2022 & 2024 (CAPTRUST Chicago)
NAPA Top DC Advisor Teams | 2025 (CAPTRUST Denver)

Disclosures

CAPTRUST’s ranking on “Barron’s 2024 Top RIAs list” was based on both qualitative and quantitative data, including assets managed, technology spending, and staff diversity, along with other metrics, as of June 30, 2024. CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking
CAPTRUST teams named on the “Barron’s 2026 Top 100 Institutional Consulting Teams” ranking were evaluated using a proprietary formula including 1) assets, 2) revenue, and 3) quality of practice for the year ending December 31, 2025. Neither CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking. For more information on the methodology, please click here.
CAPTRUST’s ranking on the “Financial Advisor magazine’s 2025 RIA Discretionary & Non-Discretionary ranking” was based on CAPTRUST’s total assets as of December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Financial Advisor magazine to obtain the ranking, but does pay a licensing fee for the use of the award logo.
CAPTRUST advisors named on the “PLANADVISER Magazine 2026 Top Retirement Plan Advisers list” were based on advisor assets among other quantitative metrics, as of Dec. 31, 2025. To be listed, advisors had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Neither CAPTRUST nor its advisors paid a fee to PlanAdviser to obtain or use the ranking.
CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA). Neither CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
CAPTRUST advisors named on the “NAPA’s 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list” were based on a combination of data submitted by the nominees including the following: Plan size managed, advisor revenue percentage relative to total assets under advisement, total dollar value of defined contribution/defined benefit book of business managed, and other criteria as of October 2025. CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
CAPTRUST’s ranking on the “Best Investment Consultant – Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S.” by Crisil Coalition Greenwich for 2025 was based on interviews conducted between February and September 2024 by Crisil Coalition Greenwich. They held interviews with 699 individuals from 563 of the largest tax-exempt funds in the U.S. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. Neither CAPTRUST nor its advisors paid a fee to Crisil Coalition to obtain or use the ranking.