Phone: 330.535.4550


Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

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Endowments & Foundations
Retirement Plan Sponsors

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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We’re here to serve as a guiding hand helping you navigate financial and fiduciary responsibilities on behalf of your Akron-based company or nonprofit organization. Our values-based approach ensures CAPTRUST advisors have your financial goals top of mind. Reach out to our office today to learn how our expert team can help you.

Our Team

Shaun Cox

Financial Advisor | Relationship Manager

T. Grey Kennedy

Senior Financial Advisor

Paul R. Stibich, Jr.

Financial Advisor

Steve D. Wilt

Financial Advisor

The 401(k) plan is the single largest pool of wealth that most Americans will ever accumulate. Our team in Akron is dedicated to assisting all plan participants and plan sponsors. Our focus is on helping your employees maximize their opportunity to achieve a secure retirement.
Steve Wilt


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From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.