Steve Shak is a wealth management financial advisor based in Charlotte, North Carolina.

Steve joined CAPTRUST in early 2025 when Carolinas Investment Consulting (CIC) became CAPTRUST. He serves high-net-worth families and institutions with a comprehensive and tailored approach. He is a Certified Financial Planner™ and a Retirement Income Certified Professional®.

Prior to CIC, he was a wealth management advisor and managing director with Northwestern Mutual for nine years.

Steve is a graduate of UCLA, where he was also part of the Men’s Soccer 1997 NCAA National Championship team. Prior to his financial services career, he had a 10-year professional playing career followed by five years of coaching at the collegiate and professional levels.

Outside of his professional life, Steve loves spending time with his family. He and his wife, Kari, have five children. He also serves on the board for IAM 24/7 Ministries and supports several other faith-based organizations in the Charlotte area.

Following his daughter’s diagnosis of Type 1 diabetes in 2017, Steve and his family have been heavily involved with Breakthrough T1D, an organization dedicated to finding a cure and making life better for families dealing with the disease.