1 day ago
Five CAPTRUST Advisors Recognized by AdvisorHub
Five CAPTRUST advisors were named on AdvisorHub’s 2022 Advisors to...
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Greenwood Village, CO
5299 DTC Blvd #810
Greenwood Village,
CO
80111
Phone: 303.738.0300
Mon–Fri, 8:30 am–5:00 pm
Wealth Management
Institutional Retirement
Endowments & Foundations
Introduction
For wealth management clients, CAPTRUST offers a best-in-class experience, thanks to the firm’s centralized model, which is supported by highly specialized talent with deep expertise. Tune in to see the suite of resources CAPTRUST’s wealth advisors have available to them—from industry-leading cybersecurity and centralized trading to performance reporting tools and wealth planning technology like WealthView.
Our Team
CAPTRUST’s Greenwood Village-based advisors provide wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.
Dale Connors, CFA®
Principal
Katie Eldred, AIF®
Vice President,
Financial Advisor
Sarah Chobot Falgiatano, AIF®
Principal
Andrew Fiegel, CFA®, CAIA
Principal
Jill A. Rogers, CFP®, CPA
Senior Vice President,
Financial Advisor
Richard Rogers, CPA
Senior Vice President,
Financial Advisor
Paul Schreder, CFA®, CAIA
Principal
Kevin Yoshida, CFA®
Principal
News & Resources
Announcements
Announcements
1 week ago
CAPTRUST Named to Barron’s 2022 Top RIA List
CAPTRUST ranked fourth on Barron’s prestigious Top RIA list for...
Announcements
1 month ago
CAPTRUST Ranks No. 4 on Best Places to Work List
The Triangle Business Journal announced its Best Places to Work...
Announcements
1 month ago
CAPTRUST Community Foundation Donates $610,000 to 69 Charities Nationwide
The CAPTRUST Community Foundation (CCF) today announced donations to 69...
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