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San-Antonio-film

700 North Saint Mary's St #100
San Antonio, TX 78205

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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.

Advisor

Heather Ford Caussade, CFP®

Vice President,
Financial Advisor

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Advisor

Kim Cornwell, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Madelon Yanta Leone, CFA®

Principal,
Financial Advisor

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Advisor

Michelle Scarver, CPA/PFS

Vice President,
Financial Advisor

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Advisor

Sherry Thiltgen, CDFA®

Vice President,
Financial Advisor

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Contact Us

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San Antonio, TX

700 North Saint Mary's St
#100
San Antonio, TX 78205