3 weeks ago
Five College Students Awarded CAPTRUST Scholarship
CAPTRUST selected five students to receive the Fall 2022 CAPTRUST...
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Tampa, FL
400 North Tampa St
#1800
Tampa,
FL
33602
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.
Eric W. Bailey, CFA®
Principal,
Head of Endowments & Foundations
R. Chase Burkhart, CFP®
Vice President,
Financial Advisor
Kyle Campbell, CFA®, CAIA®
Financial Advisor,
Relationship Manager
Matt R. Doyle, CFP®
Principal,
Financial Advisor
Daniel Esch
Senior Vice President,
Financial Advisor
Jeffrey Freiser
Financial Advisor,
Advice & Wellness
Jeb Graham, CEBS, CIMA®, CPFA
Principal,
Financial Advisor
John J. Griffith, Jr.
Principal,
Financial Advisor
Shale W. Latter
Vice President,
Financial Advisor
R. Scott Lowke, AIF®, CFP®
Principal,
Financial Advisor
Samuel (Bo) Perry, Jr.
Principal,
Financial Advisor
Robert F. Piccirilli, CAIA®, CIMA®
Principal,
Financial Advisor
Greg Schott, CFP®, CIMA®, CPWA®
Vice President,
Financial Advisor
Kipp G. Small, CRPS
Senior Financial Advisor
Mike Valone, CAIA®, CFA®
Vice President,
Financial Advisor
Judy Williamson
Financial Advisor,
Advice & Wellness
News & Resources
Announcements
Announcements
4 weeks ago
CAPTRUST Unveils Findings from Fifth Annual Endowment & Foundation Survey
Firm Launches Nonprofit-focused Podcast: Mission +...
Announcements
2 months ago
The CAPTRUST Community Foundation Announces $1,138,442 in Donations for 2022
The CCF Also Announces 2023...
Resources
2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
