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Cherston-Lakeside-film

3100 Village Pt #200
Chesterton, IN 46304

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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.

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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.

Advisor

Mark W. Chamberlain, AIF®, AWMA®, C(k)P®, CWS®

Principal,
Financial Advisor

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Advisor

Edward A. Cheatham, RICP®, CFP®

Vice President,
Financial Advisor

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Advisor

Michael DeLeon, AIF®, C(k)P®, CWS®

Financial Advisor,
Relationship Manager

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Advisor

Chris Frain, C(k)P®, CRPS®, CWS®

Financial Advisor,
Relationship Manager

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Advisor

Kirk Futrell, CWS®

Financial Advisor,
Relationship Manager

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Advisor

Cory Helmbrecht, CWS®

Consultant,
Relationship Manager

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Advisor

John Masterson, AIF®, C(k)P®, QPFC®

Vice President,
Financial Advisor

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Advisor

Tom Muldowney, C(k)P©

Vice President,
Financial Advisor

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Advisor

Timothy D. Rice, AIF®, C(k)P®, CWS®

Principal,
Financial Advisor

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Advisor

Kelly Shikany, CFP®, CDFA™, CWS®

Vice President,
Financial Advisor

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Advisor

Timothy J. VerSchure, AIF©, C(k)P©, CWS©

Principal,
Financial Advisor

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Advisor

Chris Ylo, AIF®, C(k)P®

Financial Advisor,
Relationship Manager

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Contact Us

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Chesterton, IN

3100 Village Pt
#200
Chesterton, IN 46304