Phone: 813.218.5000


Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

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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CAPTRUST’s Tampa, FL location provides advising and management services for individuals and institutions alike. Establish the right retirement plan for your employees or explore wealth management services. Whatever your unique needs, our financial planners put you first with unbiased advice.

Our Team

Eric W. Bailey

Head of Endowments & Foundations

R. Chase Burkhart

Vice President,
Financial Advisor

Kyle Campbell

Financial Advisor,
Relationship Manager

Joe DeBello

Vice President | Financial Advisor

Matt R. Doyle

Financial Advisor

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The Tampa team is committed to serving our clients, colleagues, and community. We live and breathe this part of the CAPTRUST mission statement.
Eric Bailey


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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.