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33 W Monroe #1000
Chicago, IL 60603

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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.

Advisor

Kyle G. Clifford, CAIA

Vice President,
Financial Advisor

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Advisor

Daniel Thibodeau, CFA®

Vice President,
Financial Advisor

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Contact Us

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Chicago, IL

33 W Monroe #1000
Chicago, IL 60603