Address

6465 Greenwood Plaza Blvd #350
Greenwood Village, CO 80111

Contact

Phone: 303.738.0300

Who We Serve

Endowment & Foundation Leaders Individuals & Families Retirement Plan Sponsors

Hours

Mon–Fri, 8:30 am–5:00 pm

See Nearby Locations

Lone Tree, CO

Endowment & Foundation Leaders

We assist nonprofit institutions with tailored solutions including board education, donor strategy support, OCIO partnerships, detailed performance reporting, and strategic investment planning.

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Individuals & Families

Whether you’re focused on growing your assets, preparing for the next generation, or supporting causes you care about, our advisors provide comprehensive, personalized wealth guidance.

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Retirement Plan Sponsors

Our advisors collaborate with plan sponsors nationwide to provide fiduciary guidance under 3(21) and 3(38), OCIO support, plan design consulting, participant education, and robust financial wellness offerings.

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CAPTRUST

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

Katie Eldred

Financial Advisor | Relationship Management

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Sarah Chobot Falgiatano

Principal

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Andrew Fiegel

Principal

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Jill A. Rogers

Senior Vice President | Financial Advisor

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Paul Schreder

Principal | 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