2 weeks ago
Upcoming Webinar! Exploring CAPTRUST’s 2020 Endowment & Foundation Survey Results
Join James Stenstrom, director of CAPTRUST’s endowment and foundation practice,...
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700 North Saint Mary's St
#100
San Antonio,
TX
78205
Phone: 210.824.8916
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 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. 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
Lisa Gostkowski
Financial Advisor
Lance Lahourcade
Principal,
Financial Advisor
Christina Lecholop, CFP®
Principal,
Financial Advisor
Madelon Yanta Leone, CFA®
Principal,
Financial Advisor
Cathy Ritter
Principal,
Financial Advisor
Michelle Scarver, CPA/PFS
Vice President,
Financial Advisor
Seth Stephen
Vice President,
Financial Advisor
Sherry Thiltgen, CDFA®
Vice President,
Financial Advisor
News & Resources
Endowments & Foundations
Endowments & Foundations
3 months ago
How Nonprofits Are Successfully Fundraising in 2020 (Webinar Recording)
In this webinar recording, a panel of CAPTRUST experts highlight...
Resources
4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Resources
4 months ago
America Has Voted
It’s early the morning of November 4, the day after...
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