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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

Retirement Plans

4 weeks ago

Fiduciary Update | May 2023

In this quarter’s Fiduciary Update, CAPTRUST Financial Advisor Drew McCorkle...

Resources

1 month ago

Investors in Limbo as Fed and Markets Clash

Investors entered the opening quarter of 2023 on the edge...

Announcements

1 month ago

CAPTRUST Named to Barron’s 2023 List

Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...

Announcements

3 months ago

Five College Students Awarded CAPTRUST Scholarship

CAPTRUST selected five students to receive the Fall 2022 CAPTRUST...

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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