Introduction

For wealth management clients, CAPTRUST offers a best-in-class experience, thanks to the firm’s centralized model, which is supported by highly specialized talent with deep expertise. Tune in to see the suite of resources CAPTRUST’s wealth advisors have available to them—from industry-leading cybersecurity and centralized trading to performance reporting tools and wealth planning technology like WealthView.

Our Team

CAPTRUST’s San Antonio-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.

Raquel Cruz

Financial Advisor,
Relationship Manager

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Ryan R. Griffin, CFA®

Vice President,
Financial Advisor

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Matt Huggins, CFP®, CIMA®

Vice President,
Financial Advisor

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Dick Jones, CFP®

Managing Principal

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Ruth Martinez, CPA

Financial Advisor,
Relationship Manager

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Mike Olson

Principal

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Shane D. Price, CFP®

Principal

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Nimisha Rana, CPA

Principal

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Denise Rothermel, CFP®, CPA, ASA, ABV ®

Vice President,
Financial Advisor

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Stephanie Smith, CPWA®

Financial Advisor,
Relationship Manager

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News & Resources

Announcements

2 weeks ago

Carlyle Joins GTCR As Strategic Investor in CAPTRUST

CAPTRUST announced a minority growth investment from funds managed by...

In the Community

1 month ago

CAPTRUST Community Foundation Supports 76 Nonprofits on Giving Day

Fourth Annual Giving...

Announcements

3 months ago

San Antonio’s Southern Wealth Management Joins CAPTRUST

Bolsters Firm’s Presence in Texas and...

Wealth Management

4 months ago

Net Unrealized Appreciation

Net unrealized appreciation, or NUA, is a tax strategy that...

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Contact Us

How can we help?

San Antonio, TX (1826 N Loop 1604 W)

1826 N Loop 1604 W #260

San Antonio, TX 78248

Phone 210.402.7200

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