Phone: 312.782.5432


Mon–Fri, 8:30 am–5:00 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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We take pride in the fiduciary services we provide to our clients. When you partner with the experts at CAPTRUST, we prioritize your goals in each solution we present. Make informed decisions that work towards your objectives with the CAPTRUST team on your side. Contact your local office and connect with one of our advisors today.

Our Team

Kyle G. Clifford

Senior Financial Advisor,
Relationship Management

Timothy Egan

Financial Advisor

Alexander Farquhar


Daniel George


Kristi Bieber Gibbs


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The Chicago team specializes in providing customized investment programs and objective advice to nonprofits across the country. Our overarching goal is to help each client meet the three pillars of a successful endowment or foundation: mission engagement, fiduciary governance, and investment management.
Elliot Greenberg


Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.