Brian Upchurch, CFP®, CIMA®, JD, CPA

Managing Principal

Contact CAPTRUST
Biography
Education & Other Highlights
Location(s)

Brian joined CAPTRUST in 2023 from Column Capital Management and serves as managing principal.

He has decades of experience in the industry, including providing comprehensive wealth planning advice to high-net-worth individuals and families. His areas of expertise include planning with regard to investment management, income tax, retirement, wealth transfer and executive compensation. Prior to Column Capital, Brian was a partner and area director in Ernst & Young’s wealth management practice. Brian was also a member of EY’s investment advisory board.

Brian holds a Bachelor of Science degree in accounting from Ball State University and a Juris Doctorate from the Indiana University School of Law. Outside of work, he enjoys playing tennis, golf, and traveling.

Education

  • Bachelor of Science degree in accounting from Ball State University
  • Juris Doctorate from the Indiana University School of Law

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Certified Public Accountant

Industry Involvement

  • National Association of Personal Financial Advisors (NAPFA)
  • American Institute of Certified Public Accountants (AICPA)
  • Indiana CPA Society
  • Financial Planning Association (FPA)
  • Investments and Wealth Institute

Memberships

Member, Indianapolis Zoo Planned Giving Committee

Awards & Recognition

Five Star Wealth Advisor award from Five Star Professional (from 2012 to present)

Indianapolis, IN

9100 Keystone Crossing #700
Indianapolis, IN 46240

317.663.6500

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.