2 weeks ago
CAPTRUST Named to Barron’s 2023 Top RIA List
CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...
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Birmingham, AL
2614 19th Street South
Birmingham,
AL
35209
Phone: 205.949.6040
Mon - Thur, 8:00 am-5:00 pm
Fri, 8:00 am-4:00 pm
Institutional Retirement
Endowments & Foundations
Wealth Management
Our Team
CAPTRUST’s Birmingham-based advisors provide wealth management services to high-net-worth individuals, business owners, and families, as well as investment advisory services to fiduciaries of corporate retirement plans and endowments and foundations of nonprofits.
Phillip C. Anderson, AIF®
Principal,
Financial Advisor
Caty S. Bragg, CFP®
Vice President,
Financial Advisor
Tim Callahan
Senior Vice President,
Financial Advisor
Kim M. Elliott, AIF®
Vice President,
Financial Advisor
Brandy B. Hydrick, CFP®
Principal,
Financial Planning
Donald Lutomski, CFA, CMA
Principal,
Financial Advisor
John P. Maloney, CFA
Principal,
Financial Advisor
Paul Owen, AIF®, APR®, MBA
Principal,
Financial Advisor
James Underwood, CFA
Senior Director,
Portfolio Management
Beau K. Williams, CFA
Senior Financial Advisor
News & Resources
Announcements
Wealth Management
2 months ago
VESTED Voices: Bob McCutcheon
In 2018, Bob McCutcheon returned to his lifelong passion for...
Endowments & Foundations
2 months ago
Mission or Values: Which Comes First?
To chart a course, it helps to have a compass....
Resources
3 months ago
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
