3 weeks ago
The CAPTRUST Community Foundation Announces $1,138,442 in Donations for 2022
The CCF Also Announces 2023...
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San Antonio, TX
4372 N Loop 1604 W #116
San Antonio,
TX
78249
Phone: 210.403.5350
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
Wealth Management
Institutional Retirement
Endowments & Foundations
Our Team
CAPTRUST’s San Antonio-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and endowments and foundations of nonprofits, as well as investment advisory services to fiduciaries of corporate retirement plans.
David Akright, CFP®, CHFC®
Senior Vice President,
Financial Advisor
John D. Eadie, CPA, CFA, CFP®, PFS, CLU®, CIMA, CKA®
Principal,
Financial Advisor
John Keeton, CFA
Senior Vice President,
Financial Advisor
Raquel Lopez, CFP®, CPWA®
Vice President,
Financial Advisor
Trevor Mansour
Associate,
Relationship Manager
Harriet Marmon Helmle, CPA
Senior Financial Advisor,
New Client Relationships
Thomas Oliphint
Senior Vice President,
Financial Advisor
Justin Pawl, CFA, CAIA, CFP®
Principal,
Financial Advisor
David Wallace, CFA
Senior Vice President,
Financial Advisor
News & Resources
Announcements
Resources
3 weeks ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Announcements
4 months ago
CAPTRUST Named on NAPA Women Advisors List
Thirteen CAPTRUST Advisors recognized on NAPA’s Top Women Advisors...
Resources
4 months ago
Fed Plowing Ahead, in the Dark
The third quarter of 2022 saw rising inflation and recession...
