1 week ago
Planned Giving Strategies for Individuals
Planned giving, also known as gift planning or legacy giving,...
Back to all locations
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
Adam M. Eisenhauer
Vice President,
Financial Advisor
Lisa Gostkowski
Financial Advisor
Teri Grubb
Senior Director,
Advisor Group
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
George Pedraza
Vice President,
Financial Advisor
Michelle Scarver, CPA/PFS
Vice President,
Financial Advisor
Sherry Thiltgen, CDFA®
Vice President,
Financial Advisor
News & Resources
Wealth Management
Announcements
1 month ago
CAPTRUST Named on NAPA Women Advisors List
Thirteen CAPTRUST Advisors recognized on NAPA’s Top Women Advisors...
Resources
1 month ago
Market Update | October 2022
Coming into 2022, investors had enjoyed three years of terrific...
Resources
1 month ago
Fed Plowing Ahead, in the Dark
The third quarter of 2022 saw rising inflation and recession...
