Stephen H. Schott

Financial Advisors

Stephen is a 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 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.