Christopher Whitlow

Senior Director,
Head of CAPTRUST at Work

Education & Other Highlights

Chris Whitlow is a senior director, head of CAPTRUST at Work based in Raleigh, NC.

Chris joined CAPTRUST in 2022 as a senior director of CAPTRUST at Work and brings more than two decades of experience in the industry. He focuses on the strategic planning and oversight of the CAPTRUST at Work practice especially as it pertains to technology, educational content, and growth initiatives.

Prior to joining the firm, Chris founded and served as the CEO of Edukate, a digital financial wellness platform. His insights have been featured in Fox Business, CNBC, Business Insider, and Readers Digest. Before founding Edukate, Chris served in wealth management and institutional consulting roles at Morgan Stanley and UBS. He is especially passionate about democratizing financial literacy and transforming user experiences to yield better engagement.

Outside of work, Chris enjoys pickleball, golf, and spending time with his wife, Grace, and their two children, Audrey and Grant.

Awards & Recognition

  • Orlando Business Journal 40 under 40, 2018


Episode 50: Trends in Advice and Wellness with Chris Whitlow

In this month’s Revamping Retirement, Jennifer Doss and Dawn McPherson are joined by CAPTRUST’s Chris Whitlow, senior director of advice and wellness, to discuss financial wellness trends.

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