Phone: 303.738.0300


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Endowments & Foundations
Retirement Plan Sponsors

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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Greenwood Village

Discover new investment, spending, governance, and fundraising opportunities when you enlist the help of a CAPTRUST advisor. Our experts are well-versed in a range of financial services for endowments and foundations and can help guide you through your unique challenges. Partner with CAPTRUST by contacting your local office today.

Our Team

Dale Connors


Katie Eldred

Financial Advisor,
Relationship Management

Sarah Chobot Falgiatano


Andrew Fiegel


Jill A. Rogers

Senior Vice President,
Financial Advisor

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Each client has unique financial goals and stakeholder values that require customized investment programs. We blend our technical expertise with a proactive, hands-on approach to develop investment solutions that meet our clients’ desired outcomes.
Kevin Yoshida


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From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.