Phone: 210.824.8916


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

Endowments & Foundations

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

Explore Our Services

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Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

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San Antonio

Client experience is crucial to maintaining a productive relationship—that’s something CAPTRUST excels at. Our highly skilled advisors maintain a deep bench of resources to ensure our clients receive objective advice that furthers their goals. Get in touch with our first San Antonio branch to find out more about our dedication to your financial success.

Our Team

Heather Ford Caussade

Vice President,
Financial Advisor

Adam M. Eisenhauer

Vice President,
Financial Advisor

Nathan Gonzalez

Senior Associate / Relationship Manager

LeeAnn Iacona

Financial Advisor,
Relationship Manager

Lance Lahourcade

Financial Advisor

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Collaboration is at the core of our client relationships. It drives us to act as partners and stewards—not just service providers—so we can develop a tailored plan to guard and grow client assets in a way that positively impacts their family and community
Christina Lecholop


Get Informed

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