Contact

Phone: 512.342.2272

Hours

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

Endowment & Foundation Leaders
Individuals & Families
Retirement Plan Sponsors

Endowment & Foundation Leaders

Our nonprofit partners rely on us for board and committee education, donor engagement strategies, OCIO solutions, investment oversight, and customized performance insights to help them steward their missions effectively.

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Individuals & Families

Whether you’re building long-term wealth, organizing your estate, or planning your philanthropic legacy, our advisors provide personalized guidance that evolves with your financial life.

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Retirement Plan Sponsors

From 3(21) and 3(38) fiduciary roles to OCIO services, our team delivers strategic plan support, investment oversight, participant education, and plan health insights tailored to each employer’s needs.

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CAPTRUST
Austin

Backed by a national network of industry experts, CAPTRUST takes pride in providing Austin residents with financial advice they can trust. No matter the challenge, each CAPTRUST advisor delivers unparalleled solutions and expertise to propel you or your business forward. Gain access to advisory services that keep your needs top-of-mind. Contact your local Austin office today.

Our Team

Kirkland Caison

Vice President,
Financial Advisor

Kim Cornwell

Senior Vice President,
Financial Advisor

Peter DiNardo

Senior Vice President,
Financial Advisor

Sam Dreibelbis

Vice President,
Financial Advisor

Catherine Ellis

Vice President,
Financial Advisor

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With CAPTRUST, clients have multiple tools available to help them feel more confident managing their life and financial goals. This support helps provide peace of mind, even when the unexpected happens.
Lisa Fox Dandord

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.