4 weeks ago
What’s Next for QDIA?
More than 15 years after the passage of the Pension...
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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
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
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
Brian Thrasher
Vice President,
Financial Advisor
Aaron Ward, CFA®
Principal
Matthew F. Winton
Principal
News & Resources
Retirement Plans
Resources
2 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Retirement Plans
4 months ago
Benefits: A Boon for Employers
In this article, CAPTRUST experts explore the latest strategies to...
Endowments & Foundations
4 months ago
Exploring CAPTRUST’s 2021 Endowment & Foundation Survey Results (Webinar Recording)
This webinar features observations from our most comprehensive Endowment &...
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