7.25.2019

CAPTRUST Religious Services

Led by Principal and Director Stephen Schott, our commitment to Catholic investment programs began more than three decades ago. In this video, Schott discusses our depth of experience and explains why we are so passionate about what we do. He is joined by financial advisors Heidi Spencer, Kyle Campbell, and Robert Piccirilli, who further detail our commitment to Catholic investment programs.

To download a copy of the transcript, click here.

Presenters

Stephen H. Schott

Principal and Senior Director,
Institutional Religious Retirement and Foundation Services

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Heidi Spencer

Senior Financial Advisor,
Relationship Manager

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Robert F. Piccirilli

Principal,
Financial Advisor

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Kyle Campbell

Financial Advisor,
Relationship Manager

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Post Topics

Nonprofits Retirement Plan Services