2 months ago
Cause and Effect
As coronavirus vaccination progress accelerates and our attention shifts to...
Back to all locations
333 S 7th St
#2900
Minneapolis,
MN
55402
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.
Daniel Esch
Senior Vice President,
Financial Advisor
Tyron K. Estlick, CFA®, CFP®
Principal,
Financial Advisor
Terrence M. Fettig, CFA®
Senior Vice President,
Financial Advisor
Chad Griffeth, AIF®
Vice President,
Financial Advisor
Joshua T. Hill, CFA®
Senior Vice President,
Financial Advisor
Evan Holmes, CFA®
Senior Financial Advisor,
Relationship Manager
David O. Koch, CFA®, CFP®
Principal,
Financial Advisor
Thomas Saunders, CFP®
Financial Advisor
Lisa Tobey
Senior Financial Advisor,
Relationship Manager
Tiffany L. Walker, CFP®, ChFC®
Financial Advisor
Allen Weisz, CGMA, CPA
Senior Financial Advisor
News & Resources
Resources
Retirement Plans
2 months ago
Barron’s Honors 17 CAPTRUST Institutional Advisor Teams
For this ranking, Barron’s recognizes the nation’s top teams specializing...
Retirement Plans
2 months ago
Trends in Fee Benchmarking for Plan Sponsors (Webinar Recording)
Fiduciary breach lawsuits have plagued the defined contribution industry over...
Retirement Plans
3 months ago
CAPTRUST Named NAPA’s Top DC Advisor Multi-Office Firm
The National Association of Plan Advisors (NAPA) has announced the...
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