7 days ago
CAPTRUST Grows Texas Presence with the Addition of Covenant
Firm Also Announces the Closing of Ellwood Associates, Surpassing 1,000...
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4372 N Loop 1604 W #116
San Antonio,
TX
78249
Phone: 210.403.5350
Mon–Fri, 8:30 am–5:30 pm
Wealth Management
Institutional Retirement
Endowments & Foundations
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 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®
Vice President,
Financial Advisor
Kristina Craig
Finance,
Tax Operations
Sam Dreibelbis, CPA, CFP®
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®
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
George Pedraza
Vice President,
Financial Advisor
Jacky Phan
Associate,
Relationship Manager
David Wallace, CFA
Senior Vice President,
Financial Advisor
Abby Williams
Associate,
Relationship Manager
News & Resources
Announcements
Wealth Management
1 month ago
September Tax Proposals
This two-minute read breaks down the Biden Administration’s mid-September announcement...
Retirement Plans
2 months ago
Leveling the Retirement Savings Playing Field
As the U.S. population becomes more diverse, providing benefits that...
Resources
2 months ago
Valuation Discounts for Gift and Estate Tax Savings
CAPTRUST wealth advisor Veronica Karas offers her insight with a...
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