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Minnealpolis_Blue

333 S 7th St #2900
Minneapolis, MN 55402

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Phone: 612.347.7979

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Institutional Retirement
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.

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Our Team

CAPTRUST’s Minneapolis-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, and families.

Advisor

Tyron K. Estlick, CFA®, CFP®

Principal,
Financial Advisor

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Advisor

Terrence M. Fettig, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Joshua T. Hill, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Evan Holmes, CFA®

Senior Financial Advisor,
Relationship Manager

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Advisor

David O. Koch, CFA®, CFP®

Principal,
Financial Advisor

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Advisor

Lisa Tobey

Senior Financial Advisor,
Relationship Manager

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Contact Us

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Minneapolis, MN

333 S 7th St
#2900
Minneapolis, MN 55402