Eric W. Bailey, CFA

Head of Endowments & Foundations

Education & Other Highlights

Eric Bailey is an regional leader based in Tampa, FL.

Eric joined CapTrust Advisors in Tampa in 1998 as one of the company’s founding partners. He became part of CAPTRUST in 2017 when CapTrust Advisors joined CAPTRUST. Eric is currently principal and head of endowments & foundations and is responsible for overseeing the southeast region for CAPTRUST.

Eric is active in the community having recently served as Chairman of the Board for the United Way Suncoast and Hillsborough Community College. He remains active on the Board of HCC and Metropolitan Ministries and involved in many other organizations.


  • Bachelor of Science degree in accounting and finance from the University of South Florida

Industry Designations

  • Chartered Financial Analyst

Industry Involvement

  • Advisory Board Member, the University of South Florida School of Accountancy
  • Member, CEO Council of Tampa Bay
  • Member, CFA Institute
  • Member, CFA Society of Tampa Bay
  • Board Member, Metropolitan Ministries
  • Board Member, Hillsborough Community College Foundation

Awards & Recognition

  • Barron’s Top Institutional Consultants | 2021, 2022, 2023 (Team Bailey)
  • Financial Times 401k Top Retirement Plan Advisor | 2019 and 2020
  • NAPA Top DC Advisor Teams | 2019, 2020, 2021, and 2022 (CAPTRUST Tampa)


How Nonprofits Can Handle Major Gifts (Webinar Recording)

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