2 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
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Chesterton, IN
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, JD
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®
Financial Advisor,
Relationship Manager
Kris Hornyak, CWS®
Financial Advisor,
Relationship Manager
Chip Mang, CFP®, CWS®
Principal,
Financial Advisor
Megan Marshall
Financial Advisor,
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®
Senior 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
Resources
Wealth Management
2 months ago
Market Update | April 2022
The first three months of 2022 have been a roller...
Retirement Plans
2 months ago
PLANADVISER Lists 11 CAPTRUST Advisors as Top Retirement Plan Advisers
PLANADVISER named 11 CAPTRUST advisors to its esteemed Top Retirement...
Retirement Plans
3 months ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
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