2 weeks ago
CAPTRUST Named to Barron’s 2023 Top RIA List
CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...
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Chicago, IL
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
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
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, CFA
Principal
Andrew Schwark, CFA, CAIA
Principal
Daniel Simon, CFA, CAIA
Principal
Brian Thrasher
Vice President,
Financial Advisor
Matthew F. Winton
Principal
News & Resources
Announcements
Wealth Management
2 months ago
VESTED Voices: Bob McCutcheon
In 2018, Bob McCutcheon returned to his lifelong passion for...
Announcements
2 months ago
CAPTRUST Named #1 RIA
CAPTRUST was named #1 on Financial Advisor Magazine’s 2023 RIA...
Resources
3 months ago
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
