6 days ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
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33 W Monroe #1000
Chicago,
IL
60603
Phone: 312.782.5432
Mon–Fri, 8:30 am–5:00 pm
Institutional Retirement
Endowments & Foundations
Wealth Management
Introduction
CAPTRUST’s retirement plan clients benefit from the firm’s centralized model, which is supported by a deep bench of highly specialized talent. Learn about the suite of resources CAPTRUST’s institutional advisors leverage to create a best-in-class client experience, including investment manager due diligence, customized participant advice, vendor analysis, and the latest in cybersecurity.
Our Team
CAPTRUST’s Chicago-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, as well as wealth management services to high-net-worth individuals, business owners, families, and endowments and foundations of nonprofits.
Kyle G. Clifford, CAIA
Vice President,
Financial Advisor
Timothy Egan
Principal
Katie Eldred, AIF®
Vice President,
Financial Advisor
Sarah Chobot Falgiatano, AIF®
Principal
Alexander Farquhar, CFA®
Principal
Daniel George, CFA®, CAIA
Principal
Kristi Bieber Gibbs
Principal
Elliot Greenberg, CFA®
Principal
Christopher Krakowski, CFA®, CAIA, FRM®
Principal
Ellen Ogan Martel, AIF®
Principal
Joseph Marzano, CFA®
Principal
Scott Meggenberg
Principal
Charles Mohr
Principal
David Ramsour, CFA®, CAIA
Principal
Andrew Schwark, CFA®, CAIA
Principal
Daniel Simon, CFA®, CAIA
Principal
Daniel Thibodeau, CFA®
Vice President,
Financial Advisor
Brian Thrasher
Vice President,
Financial Advisor
Aaron Ward, CFA®
Principal
Matthew F. Winton
Principal
News & Resources
Resources
Retirement Plans
2 months ago
A Changing Workplace: Predictions for 2022
2022 will bring a shiny new set of headlines into...
Resources
3 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
Retirement Plans
3 months ago
Managing Fiduciary Responsibility
With ERISA lawsuits alleging negligence and mismanagement on the rise,...
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