Address

1116 South Main Street
Greenville, SC 29601

Contact

Phone: 864.467.9800

Who We Serve

Endowments & Foundations Individuals Retirement Plan Sponsors

Hours

Mon–Thurs, 8:30 am–5:00 pm
Fri, 8:30 am–4:00 pm

Additional Info

NNP Client Login

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Individuals

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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CAPTRUST

Greenville

At CAPTRUST Greenville, we understand the importance of having an objective advisor that’s committed to your financial goals and success. That’s why each of our advisors are equipped with the necessary tools they need to provide a best-in-class experience for each client. Connect with our local office today.

Our Team

Wesley Boyce

Principal,
Financial Advisor

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Al Cannon

Principal,
Financial Advisor

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Harrison M. Collins

Vice President,
Financial Advisor

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Maura Copsey

Principal,
Financial Advisor

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Christine Cunningham

Principal,
Financial Advisor

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CAPTRUST Greenville provides customized financial planning and consulting services to both institutions and high-net-worth families. We believe in the power of working as a team, and we harness the depth, access, and leverage of our firm to help each client succeed.

Bob Nachman