7 days ago
Five CAPTRUST Advisors Recognized by AdvisorHub
Five CAPTRUST advisors were named on AdvisorHub’s 2022 Advisors to...
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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
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, CPA, CGMA®
Director,
Tax
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
George Pedraza
Vice President,
Financial Advisor
David Wallace, CFA
Senior Vice President,
Financial Advisor
Abby Williams
Associate,
Relationship Manager
News & Resources
Announcements
Announcements
2 weeks ago
CAPTRUST Named to Barron’s 2022 Top RIA List
CAPTRUST ranked fourth on Barron’s prestigious Top RIA list for...
Announcements
1 month ago
CAPTRUST Ranks No. 4 on Best Places to Work List
The Triangle Business Journal announced its Best Places to Work...
Announcements
1 month ago
CAPTRUST Community Foundation Donates $610,000 to 69 Charities Nationwide
The CAPTRUST Community Foundation (CCF) today announced donations to 69...
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