1 month ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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3100 Village Pt
#200
Chesterton,
IN
46304
Phone: 219.926.1182
Mon–Fri, 7:30 am–4:30 pm
Institutional Retirement
Endowments & Foundations
Wealth Management
Introduction
For wealth management clients, CAPTRUST offers a best-in-class experience, thanks to the firm’s centralized model, which is supported by highly specialized talent with deep expertise. Tune in to see the suite of resources CAPTRUST’s wealth advisors have available to them—from industry-leading cybersecurity and centralized trading to performance reporting tools and wealth planning technology like WealthView.
Our Team
CAPTRUST’s Chesterton-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, endowments and foundations of nonprofits, and wealth management services to high-net-worth individuals, business owners, and families.
Aaron Adcock, CWS©
Vice President,
Financial Advisor
Mark W. Chamberlain, AIF®, AWMA®, C(k)P®, CWS®
Principal,
Financial Advisor
Edward A. Cheatham, RICP®, CFP®
Vice President,
Financial Advisor
Michael DeLeon, AIF®, C(k)P®, CWS®
Financial Advisor,
Relationship Manager
Craig Draper
Vice President,
Financial Advisor
Chris Frain, C(k)P®, CRPS®, CWS®
Financial Advisor,
Relationship Manager
Kirk Futrell, CWS®
Financial Advisor,
Relationship Manager
Cory Helmbrecht, CWS®
Consultant,
Relationship Manager
Kris Hornyak, CWS®
Consultant,
Relationship Manager
Chip Mang, CFP®, CWS®
Principal,
Financial Advisor
Megan Marshall
Consultant,
Relationship Manager
John Masterson, AIF®, C(k)P®, QPFC®
Vice President,
Financial Advisor
Tom Muldowney, C(k)P©
Vice President,
Financial Advisor
Mindy Reineke, RICP®
Consultant,
Relationship Manager
Timothy D. Rice, AIF®, C(k)P®, CWS®
Principal,
Financial Advisor
Kelly Shikany, CFP®, CDFA™, CWS®
Vice President,
Financial Advisor
Timothy J. VerSchure, AIF©, C(k)P©, CWS©
Principal,
Financial Advisor
Chris Ylo, AIF®, C(k)P®
Financial Advisor,
Relationship Manager
News & Resources
Wealth Management
Resources
2 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
Wealth Management
2 months ago
Market Update | October 2021
So far, 2021 has been a year of notable growth...
In the Community
2 months ago
The CAPTRUST Community Foundation Overview
The CAPTRUST Community Foundation (CCF) is a registered 501(c)(3) charity...
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