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Steve Wilt, CIMA®

Steve Wilt, CIMA®

Principal,
Financial Advisor

  • Akron, OH
  • Mere Christianity | Darkest Hour
  • Bruce Wayne, Sean Connery, and Jack Nicklaus
  • Do not neglect the gift that is in you.
  • Honesty, a sense of humor, and humility

Financial Advisors

Steve Wilt is an institutional retirement plan advisor based in Akron, OH.

Steve joined CAPTRUST in 2009, opening the CAPTRUST Akron office. As a strictly intuitional advisor, Steve provides investment advisory services to fiduciaries of corporate retirement plans, endowments, and foundations.

Recognized as an industry expert, Steve is a national speaker on retirement issues, and his team was awarded the “2007 Retirement Plan Advisor Team of the Year” by PLANSPONSOR Magazine. Steve was also recognized in 2008 by 401k Wire as one of the “Top 100 Most Influential People in 401(k)”. He is co-author of the book, The 401k Sales Champion which was one of the first guides for advisors on how to sell and service corporate retirement plans. Steve was a finalist for the “2009 ASPPA 401(k) Leadership Award” and was an inaugural inductee into the Plan Advisor Hall of Fame in 2011. The Akron office of CAPTRUST has also been annually recognized within the “Top 100 Retirement Plan Advisors in America” by PLANSPONSOR Magazine. During his time at CAPTRUST, Steve has received the two highest advisor honors: “Rainmaker” in 2010 and “The Financial Advisor of the Year” in 2011 and 2016.

Steve’s other passion is working with nonprofits, helping them to deliver on their mission and raise funds. He recently joined the United Way of Summit and Medina Counties as a board member and chair of the Tocqueville Society. Steve serves as a board member and in various leadership roles for St. Sebastian’s Foundation, The University of Akron College of Business Alumni Board, and Julie Billiart Schools. He serves on the Goodwill Industries of Akron Investment Committee and is an active fund raiser for Love Akron. Previously, Steve served 16 years on the Summa Foundation Board in multiple leadership roles. He chaired the Summa Foundation Golf Outing for five consecutive years. Steve and his wife Holly have been the chair couple for the Summa Sapphire Ball, the Stan Hywet Gala, the St. Sebastian September Spectacular, Archbishop Hoban’s Extravaganza, the Love Akron Breakfast, and the Firestone Ambassador of Golf live auction.

Steve is a graduate of Leadership Akron, past president of The Akron City Club Board, and prior board member of Portage Country Club. He is a graduate of The University of Akron where he attained his BSBA in International Marketing and was awarded the “2012 Simonetti Distinguished Alumni Award”. Steve earned his Certified Investment Management Analyst (CIMA) designation through the Wharton School of the University of Pennsylvania.

Steve and his wife Holly live in West Akron with their children Charlotte and Charlie.

Education

  • Bachelor of Science in Business Administration degree with a concentration in international marketing from The University of Akron

Industry Designations

  • Certified Investment Management Analyst®

Awards & Recognition

  • Barron’s Top Institutional Consultants | 2018, 2019, 2020, and 2021 (Team Wilt)
  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Akron)
  • 401k Wire Top 100 Most Influential People in 401(k) | 2008
  • ASPPA 401(k) Leadership Award Finalist | 2009
  • CAPTRUST Advisor of the Year | 2011 and 2016
  • CAPTRUST Rainmaker | 2010
  • Financial Times 401 Top Retirement Plan Advisor | 2017, 2019 and 2020
  • PLANSPONSOR Magazine Retirement Plan Adviser Team of the Year | 2007
  • The University of Akron, Dr. Frank L. Simonetti Distinguished Business Alumni Award | 2012
  • Plan Advisor Hall of Fame Inductee | 2011

Memberships

  • Board member, The University of Akron College of Business Alumni
  • Investment Committee Chair, St. Sebastian’s Foundation Board
  • Board Member and Advancement Chair, The Julie Billiart School at St. Sebastian’s
  • Investment Committee Member, The Goodwill Industries of Akron
  • Member, The Greater Akron Chamber of Commerce
  • Event Chair, Summa Sapphire Ball
  • Event Chair, Summa Foundation Golf Outing
  • Event Chair, The Stan Hywet Gala
  • Event Chair, The Archbishop Hoban Extravaganza
  • Event Chair, The St. Sebastian’s Spectacular
  • Event Chair, The Love Akron Breakfast
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