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North Miami, FL

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Address

1801 NE 123rd St #314-320
North Miami, FL 33181

Directions

Contact

Phone: 305.892.0420

Hours

Mon–Fri, 8:30 am–5:00 pm

Specialties

Institutional Retirement
Endowments & Foundations

Introduction

In this video, CAPTRUST’s Steve Schott discusses our depth of experience and explains why we are so passionate about what we do. He is joined by financial advisors Heidi Spencer, Kyle Campbell, and Robert Piccirilli, who further detail our commitment to Catholic investment programs.

Our Team

CAPTRUST’s North Miami-based advisor provides investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.

Brenda Alfaro

Financial Advisor,
Relationship Manager

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Stephen H. Schott

Principal and Senior Director,
Institutional Religious Retirement and Foundation Services

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News & Resources

Announcements

1 week ago

CAPTRUST Named to Barron’s 2023 Top RIA List

CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...

Retirement Plans

2 months ago

Fiduciary Update | August 2023

In this second-quarter 2023 edition of our quarterly Fiduciary Update,...

Resources

2 months ago

Never Say Never

The classic 1982 film Never Say Never Again marked Sean...

Announcements

3 months ago

7 Advisors named to AdvisorHub List

CAPTRUST advisors named on 2023 Advisors to Watch...

View All News and Resources

Contact Us

How can we help?

North Miami, FL

1801 NE 123rd St #314-320

North Miami, FL 33181

Phone 305.892.0420

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