Stephen H. Schott

Principal and Senior Director,
Institutional Religious Retirement and Foundation Services

Education & Other Highlights

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.


  • Bachelor of Arts degree from Denison University
  • Business and finance studies at Warnborough College in England


  • 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 (
  • 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 (CAPTRUST Tampa)
  • Barron’s Top Institutional Consultants | 2018, 2019, 2020, 2021, 2022, 2023, 2024 (Team Schott)
  • Cincinnati Business Courier Forty Under 40 | 1996
  • FBI Miami Agents Person of the Year | 2015


CAPTRUST Religious Services

Led by Principal and Director Stephen Schott, our commitment to Catholic investment programs began more than three decades ago. In this video, Schott discusses our depth of experience and explains why we are so passionate about what we do. He is joined by financial advisors Heidi Spencer, Kyle Campbell, and Robert Piccirilli, who further detail our commitment to Catholic investment programs.

Watch Now


Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.