Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
Back to all locations
Tampa_Blue

400 North Tampa St #1800
Tampa, FL 33602

Directions

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

Introduction

CAPTRUST’s retirement plan clients benefit from the firm’s centralized model, which is supported by a deep bench of highly specialized talent. Learn about the suite of resources CAPTRUST’s institutional advisors leverage to create a best-in-class client experience, including investment manager due diligence, customized participant advice, vendor analysis, and the latest in cybersecurity.

Video Thumbnail

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

Eric W. Bailey, CFA®

Principal,
Head of Endowments & Foundations

View Profile
Advisor

R. Chase Burkhart, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Kyle Campbell, CFA®, CAIA®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Jeb Graham, CEBS, CIMA®, CPFA

Principal,
Financial Advisor

View Profile
Advisor

John J. Griffith, Jr., AIF®

Principal,
Financial Advisor

View Profile
Advisor

Shale W. Latter, CPFA

Vice President,
Financial Advisor

View Profile
Advisor

R. Scott Lowke, AIF®, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Samuel (Bo) Perry, Jr., CFP®

Principal,
Financial Advisor

View Profile
Advisor

Robert F. Piccirilli, CAIA®, CIMA®

Principal,
Financial Advisor

View Profile
Advisor

Mike Valone, CAIA®, CFA®

Vice President,
Financial Advisor

View Profile
View All News and Resources

Contact Us

How can we help?

Tampa, FL

400 North Tampa St
#1800
Tampa, FL 33602