Retirement Plan Advisory Services and Wealth Management Minneapolis MI | CAPTRUST
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Minneapolis, MN

Minnealpolis_Blue

333 S 7th St #2900
Minneapolis, MN 55402

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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.

Advisor

Daniel Esch

Senior Vice President,
Financial Advisor

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Advisor

Tyron K. Estlick, CFA, CFP®

Principal,
Financial Advisor

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Advisor

Chad Griffeth, AIF®

Vice President,
Financial Advisor

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Advisor

Evan Holmes, CFA

Vice President,
Financial Advisor

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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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Advisor

Tiffany L. Walker, CFP®, ChFC®

Financial Advisor

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News & Resources

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Contact Us

How can we help?

Minneapolis, MN

333 S 7th St
#2900
Minneapolis, MN 55402
Phone 612.347.7979
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