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Stephen H. Schott

Stephen H. Schott

Principal and Senior Director,
Institutional Religious Retirement and Foundation Services

Financial Advisors

Stephen is an institutional religious retirement and foundation services advisor who works out of the Hollywood, FL office.

Stephen merged The Schott Group, the investment consulting firm he founded, with CapTrust Advisors in 2007 to become one of the firm’s three managing principals. He became part of CAPTRUST in 2017 when CapTrust Advisors joined CAPTRUST. Stephen is currently a principal and senior director of institutional religious retirement and foundation services. He advises to endowments, foundations, captive insurance plans, Taft-Hartley plans, and public pensions. Stephen began his financial services career in 1984 on Wall Street in New York City. While continuing his consulting career, he moved to Cincinnati and served as the chief operating officer of the world champion Cincinnati Reds from 1988 to 1991, overseeing all aspects of team management and representing ownership.


  • Bachelor of Arts degree from Denison University
  • Business and finance studies at Warnborough College in England

Awards & Recognition

  • Barron’s Top 50 Institutional Consultants | 2018, 2019, and 2020 (Team Schott)
  • Cincinnati Business Courier Forty Under 40 | 1996
  • FBI Miami Agents Man of the Year | 2015
  • FBI Miami Citizens Academy Program Graduate


  • Board Member, Greater Cleveland Muny Football League
  • Board Member, National Catholic Partnership on Disability
  • Board Member, Northern Michigan Hospital Foundation
  • Board Member, Ohio Sports and Law Commission
  • Board Member, PGA Reach Foundation
  • Board Member, St. Thomas University and Law School
  • Board of Directors, SET SEG Educational Foundation
  • Board of Trustees, Pro Football Hall of Fame
  • Chairman Emeritus, Schott Memorial Foundation (
  • Investment Committee Member, Catholic Relief Services
  • Investment Committee Member, Sacred Heart Major Seminary Foundation
  • Member, BCS Orange Bowl Committee
  • President, Indian Creek Country Club
  • Trustee Emeritus, Pope John Paul II Cultural Center
  • Vice Chairman, Pro Football Hall of Fame Advisory Board
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