3 days ago
Endowments & Foundations Service Overview
The need for philanthropic resources is highest during periods of...
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Minneapolis, MN
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
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
Chad Griffeth, AIF®
Vice President,
Financial Advisor
Joshua T. Hill, CFA®
Principal,
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, CPA, CGMA
Senior Financial Advisor
News & Resources
Endowments & Foundations
Wealth Management
5 days ago
VESTED Voices: Major General Angie Salinas
In this video, get to know Major General Angie Salinas,...
Wealth Management
7 days ago
Basics of 529 Education Savings for Individuals
Choosing the right college savings plan for your child can...
Plan Sponsor e.Brief
2 weeks ago
DOL Releases Final ESG Rule
On November 22, the Department of Labor (DOL) released its...
