Financial Advisors

Katie Eldred is an institutional advisor based in Greenwood Village, CO.

Katie joined CAPTRUST in 2021 from Ellwood Associates and serves as a vice president and financial advisor. She provides investment advisory services to clients, focusing on corporate retirement plans, nonprofits, endowments, and foundations.

At Ellwood, Katie was a member of the defined contribution team and led the non-U.S. emerging markets and international small-cap manager research team. She holds a Bachelor of Business Administration degree in marketing and management and human resources from the University of Wisconsin-Madison.