5 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
Back to all locations
333 South 7th St.
Suite 2900
Minneapolis,
MN
55402
Phone: 612.347.7979
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm
Wealth Management
Institutional Retirement
Our Team
The CAPTRUST Minneapolis office is located in the heart of downtown. This tenured group of advisors offers integrated planning for high-net-worth families, business owners, and executives. They also provide retirement plan advisory services to corporate fiduciaries.
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,
Relationship Manager
News & Resources
Resources
Announcements
5 months ago
Barron’s Honors 11 CAPTRUST Advisor Teams
We are pleased to announce 11 CAPTRUST advisor teams have...
Retirement Plans
6 months ago
CARES Act: Practical Considerations for Plan Sponsors
Get the latest on the Coronavirus Aid, Relief, and Economic...
Retirement Plans
6 months ago
SECURE Act Spurs Access, Interest, Retirement Readiness
As retirement plan sponsors and recordkeepers start to think about...
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