Greenwood Village, CO

Address

6465 Greenwood Plaza Blvd #350
Greenwood Village, CO 80111

Contact

Phone: 303.738.0300

Who We Serve

Endowments & Foundations Individuals Retirement Plan Sponsors

Hours

Mon–Fri, 8:30 am–5:00 pm

See Nearby Locations

Lone Tree, CO

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.

Explore Our Services

A group of people sitting around a table in an office.

Individuals

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.

Explore Our Services

A couple in a red convertible driving down a country road.

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.

Explore Our Services

Two business people looking at a tablet in an office.

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

Dale Connors

Principal

View Profile

Katie Eldred

Financial Advisor,
Relationship Management

View Profile

Sarah Chobot Falgiatano

Principal

View Profile

Andrew Fiegel

Principal

View Profile

Jill A. Rogers

Senior Vice President,
Financial Advisor

View Profile

View All

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