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San-Antonio-film

700 North Saint Mary's St. Suite 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 pm

Endowments & Foundations
Wealth Management

Our Team

CAPTRUST’s San Antonio-based advisors specialize in providing comprehensive wealth management services to high-net-worth investors, business owners, and corporate executives and investment advisory services to foundations and endowments. 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

Vice President,
Financial Advisor

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Advisor

Sherry Thiltgen, CDFA®

Vice President,
Financial Advisor

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San Antonio, TX

700 North Saint Mary's St.
Suite 100
San Antonio, TX 78205
Phone 210.824.8916