1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Back to all locations
5299 DTC Blvd #810
Greenwood Village,
CO
80111
Phone: 303.738.0300
Mon–Fri, 8:30 am–5:00 pm
Institutional Retirement
Endowments & Foundations
Wealth Management
Introduction
CAPTRUST’s retirement plan clients benefit from the firm’s centralized model, which is supported by a deep bench of highly specialized talent. Learn about the suite of resources CAPTRUST’s institutional advisors leverage to create a best-in-class client experience, including investment manager due diligence, customized participant advice, vendor analysis, and the latest in cybersecurity.
Our Team
CAPTRUST’s Greenwood Village-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, as well as wealth management services to high-net-worth individuals, business owners, families, and endowments and foundations of nonprofits.
Dale Connors, CFA®
Principal
Katie Eldred, AIF®
Vice President,
Financial Advisor
Andrew Fiegel, CFA®, CAIA
Principal
Paul Schreder, CFA®, CAIA
Principal
Kevin Yoshida, CFA®
Principal
News & Resources
Resources
Retirement Plans
3 months ago
Benefits: A Boon for Employers
In this article, CAPTRUST experts explore the latest strategies to...
Resources
4 months ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
Retirement Plans
6 months ago
A Changing Workplace: Predictions for 2022
2022 will bring a shiny new set of headlines into...
Contact Us
How can we help?
