2 weeks ago
CAPTRUST Named to Barron’s 2023 Top RIA List
CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...
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San Antonio, TX
700 North Saint Mary's St
#100
San Antonio,
TX
78205
Phone: 210.824.8916
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
Wealth Management
Endowments & Foundations
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.
Heather Ford Caussade, CFP®
Vice President,
Financial Advisor
Lori Chidgey
Senior Specialist,
Relationship Manager
Adam M. Eisenhauer
Vice President,
Financial Advisor
LeeAnn Iacona, FPQP®
Financial Advisor,
Relationship Manager
Lance Lahourcade
Principal,
Financial Advisor
Christina Lecholop, CFP®
Principal,
Financial Advisor
Madelon Yanta Leone, CFA
Principal,
Financial Advisor
Michelle Scarver, CPA/PFS
Senior Vice President,
Financial Advisor
Sherry Thiltgen
Vice President,
Financial Advisor
News & Resources
Announcements
Endowments & Foundations
1 month ago
The Charitable Millennial
The millennial generation is a segment of the population born...
Wealth Management
2 months ago
VESTED Voices: Bob McCutcheon
In 2018, Bob McCutcheon returned to his lifelong passion for...
Resources
3 months ago
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
