Stephen Schott is an institutional religious retirement and foundation services advisor based in North Miami, FL.
Stephen H. Schott has over 35 years of institutional investment consulting experience. He advises numerous endowments, foundations, religious institutions, captive insurance, and various types of pension plans. Steve has extensive experience in investment consulting on asset allocation, manager selection, institutional portfolio analysis, and investment policy governance.
Steve successfully merged the firm he founded, The Schott Group, with CapTrust in 2007 to become one of the firm’s three managing principals. He became part of CAPTRUST in 2017 when CapTrust Advisors joined CAPTRUST. The combined firm creates a preeminent institutional consulting firm with very strong intellectual capital and capabilities. The institutional investment consulting services team led by Steve has been recognized in Barron’s Top 100 Institutional Consultants for the past five years.
Steve started his investment consulting career on Wall Street in New York City in the 1980s at Drexel Burnham Lambert. He moved to Cincinnati and served as the chief operating officer of the Cincinnati Reds from 1988 to 1991. He is a graduate of Denison University, with additional studies in business and finance. Steve has been a guest on various television programs, including CNBC, and has been quoted in a variety of national publications, such as USA Today, BusinessWeek, and Forbes. Steve has been interviewed as a special guest on CNN Headline News’ Newsmakers. In 2014, Steve was a featured speaker on current Catholic investment trends at the Vatican Conference on Impact Investing in Rome.
Outside the office, Steve has served as the chairman of the board of the Schott Memorial Foundation and as a member of their National Investment Committee of Catholic Relief Services. Steve served on the board of the FBI Miami CAAA and was recognized in 2015 as the FBI Miami Agents Association’s Person of the Year. He extends his business interests to professional sports, serving as a board member of the Pro Football Hall of Fame, and is the appointed vice chairman of its national advisory board, as well as a member of the Enshrinee Selection Committee. Steve is a member of the BCS Orange Bowl Committee, and he recently fulfilled his service as a trustee for PGA REACH, the national foundation for PGA of America.
Education
- Bachelor of Arts degree from Denison University
- Business and finance studies at Warnborough College in England
Memberships
- Board Member, National Catholic Partnership on Disability
- Board Member, Ohio Sports and Law Commission
- Former Trustee, PGA REACH Foundation
- Board Member, St. Thomas University and Law School
- Board of Directors, SET SEG Educational Foundation
- Board of Trustees, Pro Football Hall of Fame
- Chairman Emeritus, Schott Memorial Foundation (www.schottcommunities.org)
- Investment Committee Member, Catholic Relief Services
- Investment Committee Member, Sacred Heart Major Seminary Foundation
- Member, BCS Orange Bowl Committee
- President/Chairman of Membership, Indian Creek Country Club
- Trustee Emeritus, Pope John Paul II Cultural Center
- Vice Chairman, Pro Football Hall of Fame Advisory Board
Awards & Recognition
- NAPA Top DC Advisor Teams | 2022, 2024, and 2025 (CAPTRUST Tampa)
- Barron’s Top Institutional Consultants | 2018, 2019, 2020, 2021, 2022, 2023, 2024, and 2025 (Team Schott)
- Cincinnati Business Courier Forty Under 40 | 1996
- FBI Miami Agents Person of the Year | 2015
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.