Christopher Whitlow

Senior Director,
Advice & Wellness

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Biography
Education & Other Highlights
Location(s)

Chris Whitlow is a senior director of advice and wellness based in Raleigh, NC.

Chris joined CAPTRUST in 2022 as a senior director of advice and wellness and brings more than two decades of experience in the industry. He focuses on the strategic planning and oversight of CAPTRUST’s Financial Wellness and Advice 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

Podcast

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.

Listen Here

Resources

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