1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
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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
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
Adam M. Eisenhauer
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
Michelle Scarver, CPA/PFS
Vice President,
Financial Advisor
Sherry Thiltgen, CDFA®
Vice President,
Financial Advisor
News & Resources
Resources
Wealth Management
1 month ago
Market Update | April 2022
The first three months of 2022 have been a roller...
Resources
4 months ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
Wealth Management
4 months ago
Market Update | January 2022
After a turbulent 2021, everyone is ready to get back...
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