Catherine Ellis, CRPS®

Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Catherine Ellis is an institutional retirement plan advisor based in Austin, TX.

Catherine utilizes a client-centric approach to help retirement plan sponsors, investment committees, and board members create and implement plan initiatives to improve retirement outcomes for their people.

Catherine joined CAPTRUST’s Austin, Texas, office as a financial advisor responsible for helping institutional retirement plan sponsors prioritize and execute on plan design initiatives. She specializes in institutional investment consulting, asset allocation, retirement income solutions, defined contribution and defined benefit plans, and nonqualified and nonprofit plans.

Catherine served as a vice president, regional retirement consultant, for American Century Investments prior to joining CAPTRUST. She received her Bachelor of Business Administration degree in finance from Missouri Western State University, where she played volleyball. She has worked in the industry since 2006.

When she is not in the office, you can find her running or biking the local roads and area trails. She is an avid participant in marathons, half marathons, and other long-distance road running competitions. Catherine loves being outdoors and being in nature almost as much as she enjoys spending time with her husband and their three children.

Education

  • Bachelor of Business Administration degree in finance from Missouri Western State University

Industry Designations

  • Chartered Retirement Plans Specialist℠

Memberships

  • Member—Texas Regional Chapter of WE Inspire Promote Network (WIPN)

Awards & Recognition

  • NAPA Top Women Advisor, Rising Stars | 2023
  • NAPA Top DC Advisor Teams | 2022 (CAPTRUST Austin)

Webinar

Fiduciary Training Part III: Retirement Plan Investment Menus (Webinar Recording)

Making investment decisions for an organization’s retirement plan can prove challenging. Watch the next installment of our Fiduciary Training webinar series to explore the fiduciary responsibilities related to retirement plan investment menus.

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