2 months ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
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Austin, TX
115 Wild Basin Road S.
#225
Austin,
TX
78746
Phone: 512.342.2272
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
Wealth Management
Institutional Retirement
Endowments & Foundations
Our Team
CAPTRUST’s Austin-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations for nonprofits.
Kirkland Caison, CFP®
Vice President,
Financial Advisor
Kim Cornwell, CFP®
Senior Vice President,
Financial Advisor
Lisa Fox Danford, CFP®
Principal,
Financial Advisor
Peter DiNardo, CFP®
Senior Vice President,
Financial Advisor
Sam Dreibelbis, CPA, CFP®
Vice President,
Financial Advisor
Catherine Ellis, CRPS
Vice President,
Financial Advisor
Julia Gavrilov, CFA®
Financial Advisor
Lisa Ivie Miller, AIF®
Principal,
Financial Advisor
Christine Quichocho Morrison, CFP®
Financial Advisor,
Relationship Manager
News & Resources
Resources
Resources
2 months ago
Market Update | April 2023
Despite dramatic headlines this quarter, markets have delivered modest results....
Announcements
3 months ago
31 CAPTRUST Teams Named to 2022 NAPA Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) named 31 CAPTRUST...
Announcements
3 months ago
Five College Students Awarded CAPTRUST Scholarship
CAPTRUST selected five students to receive the Fall 2022 CAPTRUST...
