Greg Schott is an endowment, foundation, and nonprofit financial advisor based in Tampa, FL.
CAPTRUST welcomed Greg in 2022, and he currently serves as vice president and financial advisor. Greg provides retirement plan advisory services to corporate and nonprofit defined contribution plan sponsors. He is experienced in investment analysis and oversight, fiduciary process, plan design, fee benchmarking due diligence, and vendor selection and monitoring.
Greg joined CAPTRUST with over 25 years in the financial planning industry. He worked closely with clients on investment policy design, investment performance monitoring and evaluation, investment manager selection/due diligence, fee benchmarking due diligence, and vendor selection.
Greg earned a Bachelor of Science degree in finance from Xavier University. He completed a certificate program in financial planning from DePaul University. Greg also completed the Certified Investment Management Analyst Program from the Wharton School University of Pennsylvania and Certified Private Wealth Advisor from the University of Chicago Booth School of Business.
Outside of work, Greg enjoys spending time on the beach, boating with family, biking, and working with deaf or disabled people nationally.
Education
- He earned his Bachelor of Science degree in finance from Xavier University
Industry Designations
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
- Certified Private Wealth Advisor®
Industry Involvement
- Treasurer and Board member, National Catholic Partnership on Disability
- Board Member, National Catholic Office for Persons with Mental Retardation,
- Member, Make A Wish Foundation Presidents Council for Collier County, FL
- Director Emeritus, FBI Miami Citizen’s Academy Alumni Association
- Board Member, National Catholic Office of the Deaf
- Board Member, Schott Communities for Persons Who are Deaf or Disabled
- Chairman, Schott Memorial Center Foundation
- Treasurer, Joseph J. Schott Foundation
Awards & Recognition
- Recipient of Baird’s Rupple Citizenship Award for extraordinary service to the community
Disclosures
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA).
- CAPTRUST’s ranking on “Barron’s 2024 Top RIAs list” was based on both qualitative and quantitative data, including assets managed, technology spending, and staff diversity, along with other metrics, as of June 30, 2024. CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking
- CAPTRUST teams named on the “Barron’s 2025 Top 100 Institutional Consulting Teams” ranking were evaluated using a proprietary formula including 1) assets, 2) revenue, and 3) quality of practice for the year ending December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking. For more information on the methodology, please click here.
- CAPTRUST’s ranking on the “Financial Advisor magazine’s 2025 RIA Discretionary & Non-Discretionary ranking” was based on CAPTRUST’s total assets as of December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Financial Advisor magazine to obtain the ranking, but does pay a licensing fee for the use of the award logo.
- CAPTRUST advisors named on the “PLANADVISER Magazine 2026 Top Retirement Plan Advisers list” were based on advisor assets among other quantitative metrics, as of Dec. 31, 2025. To be listed, advisors had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Neither CAPTRUST nor its advisors paid a fee to PlanAdviser to obtain or use the ranking.
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA). Neither CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST advisors named on the “NAPA’s 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list” were based on a combination of data submitted by the nominees including the following: Plan size managed, advisor revenue percentage relative to total assets under advisement, total dollar value of defined contribution/defined benefit book of business managed, and other criteria as of October 2025. CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST’s ranking on the “Best Investment Consultant – Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S.” by Crisil Coalition Greenwich for 2025 was based on interviews conducted between February and September 2024 by Crisil Coalition Greenwich. They held interviews with 699 individuals from 563 of the largest tax-exempt funds in the U.S. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. Neither CAPTRUST nor its advisors paid a fee to Crisil Coalition to obtain or use the ranking.