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Seth Stephen

Seth Stephen

Vice President,
Financial Advisor

  • Charlottesville, VA
  • The Sun Also Rises and The Bible | Forrest Gump
  • Ernest Hemingway, Marie Curie, and Ray Dalio
  • “Nothing in life is to be feared, it is only to be understood” by Marie Curie
  • Perseverance, integrity, and virtue

Financial Advisors

Seth is a vice president, financial advisor, working out of the San Antonio, Texas, CAPTRUST office.

Seth joined CAPTRUST in 2021 and is charged with providing financial planning and analysis, investment advice, and liability management services to high-net-worth individuals and families, businesses, and nonprofit organizations.

Prior to CAPTRUST, Seth was a financial advisor with Capital Investment Companies in Raleigh, North Carolina, and before that with Morgan Stanley in Roanoke, Virginia. He has been in the industry since 2016.

He earned his Bachelor of Arts degree in economics from Hampden-Sydney College where he enjoyed being vice president of the music interest club, and a member of the fly fishing and lacrosse clubs.


  • Bachelor of Arts degree in economics from Hampden-Sydney College
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