1 month ago
IRS Announces 2022 Pension Plan Limitations
The Internal Revenue Service announced its annual update to dollar...
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333 S 7th St
#2900
Minneapolis,
MN
55402
Phone: 612.347.7979
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 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.
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.
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, CFA®, 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
Plan Sponsor eBrief
Wealth Management
1 month ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
Resources
2 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
Wealth Management
2 months ago
Market Update | October 2021
So far, 2021 has been a year of notable growth...
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