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

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Phone: 305.892.0420

Mon–Fri, 8:30 am–5:00 pm

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.

Advisor

Stephen H. Schott

Principal and Senior Director,
Institutional Religious Retirement and Foundation Services

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North Miami, FL

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