1 week ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
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700 North Saint Mary's St
#100
San Antonio,
TX
78205
Phone: 210.824.8916
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Wealth Management
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 investment advisory services to endowments and foundations for nonprofits. The San Antonio team joined CAPTRUST from South Texas Money Management in 2019.
Heather Ford Caussade, CFP®
Vice President,
Financial Advisor
Kim Cornwell, CFP®
Senior Vice President,
Financial Advisor
Lisa Gostkowski
Financial Advisor
Lance Lahourcade
Principal,
Financial Advisor
Christina Lecholop, CFP®
Principal,
Financial Advisor
Madelon Yanta Leone, CFA®
Principal,
Financial Advisor
Cathy Ritter
Principal,
Financial Advisor
Michelle Scarver, CPA/PFS
Vice President,
Financial Advisor
Seth Stephen
Vice President,
Financial Advisor
Sherry Thiltgen, CDFA®
Vice President,
Financial Advisor
News & Resources
Resources
Resources
3 months ago
Cause and Effect
As coronavirus vaccination progress accelerates and our attention shifts to...
Resources
5 months ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
Retirement Plans
5 months ago
Pension Funding Relief Included in the American Rescue Plan Act of 2021
While the ARP contains a variety of fiscal stimulus measures,...
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