4 weeks ago
Ways to Strengthen Your Estate Plan (Webinar Recording)
When was the last time you reviewed your estate plan...
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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
Wealth Management
Resources
2 months ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Resources
2 months ago
Market Update | April 2023
Despite dramatic headlines this quarter, markets have delivered modest results....
Announcements
3 months ago
Five College Students Awarded CAPTRUST Scholarship
CAPTRUST selected five students to receive the Fall 2022 CAPTRUST...
