2 weeks ago
Carlyle Joins GTCR As Strategic Investor in CAPTRUST
CAPTRUST announced a minority growth investment from funds managed by...
1826 N Loop 1604 W #260
San Antonio,
TX
78248
Phone: 210.402.7200
Mon–Fri, 8:00 am–5:00 pm
Wealth Management
Client Portal
Dallas Office
New Orleans Office
Raquel Cruz
Financial Advisor,
Relationship Manager
Ryan R. Griffin, CFA®
Vice President,
Financial Advisor
Matt Huggins, CFP®, CIMA®
Vice President,
Financial Advisor
Dick Jones, CFP®
Managing Principal
Ruth Martinez, CPA
Financial Advisor,
Relationship Manager
Mike Olson
Principal
Shane D. Price, CFP®
Principal
Nimisha Rana, CPA
Principal
Denise Rothermel, CFP®, CPA, ASA, ABV ®
Vice President,
Financial Advisor
Stephanie Smith, CPWA®
Financial Advisor,
Relationship Manager
2 weeks ago
CAPTRUST announced a minority growth investment from funds managed by...
1 month ago
Fourth Annual Giving...
3 months ago
Bolsters Firm’s Presence in Texas and...
4 months ago
Net unrealized appreciation, or NUA, is a tax strategy that...