2 weeks ago
Market Update | July 2021
The economy is roaring back to life and we are...
Back to all locations
3100 Village Pt
#200
Chesterton,
IN
46304
Phone: 219.926.1182
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 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
VESTED Magazine
1 month ago
A Spouse’s Guide to Loss
For one month each year, Chelsea Brennan, 30, and her...
Wealth Management
4 months ago
Market Update | April 2021
The focus for 2021 has been three important shots into...
Retirement Plans
4 months ago
CAPTRUST Makes NAPA’s Top DC Advisor Multi-Office Firm
The National Association of Plan Advisors (NAPA) has announced the...
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