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Tampa_Blue

400 North Tampa St #1800
Tampa, FL 33602

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Phone: 813.218.5000

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Institutional Retirement
Endowments & Foundations
Wealth Management

Our Team

CAPTRUST’s Tampa-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, endowments and foundations of nonprofits, and wealth management services to high-net-worth individuals, business owners, and families.

Advisor

R. Chase Burkhart, CFP®

Vice President,
Financial Advisor

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Advisor

Kyle Campbell, CFA®, CAIA®

Financial Advisor,
Relationship Manager

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Advisor

Jeb Graham, CEBS, CIMA®, CPFA

Principal,
Financial Advisor

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Advisor

John J. Griffith, Jr., AIF®, CPC

Principal,
Financial Advisor

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Advisor

Shale W. Latter, CPFA

Vice President,
Financial Advisor

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Advisor

R. Scott Lowke, AIF®, CFP®

Principal,
Financial Advisor

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Advisor

Samuel (Bo) Perry, Jr., CFP®

Principal,
Financial Advisor

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Advisor

Robert F. Piccirilli, CAIA®, CIMA®

Principal,
Financial Advisor

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Advisor

Stephen H. Schott

Principal and Senior Director,
Institutional Religious Retirement and Foundation Services

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Contact Us

How can we help?

Tampa, FL

400 North Tampa St
#1800
Tampa, FL 33602
Phone 813.218.5000