Will Chitwood

Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Will Chitwood is an institutional advisor based in Raleigh, NC.

Will joined CAPTRUST in 2015. A vice president and financial advisor, he provides holistic investment and fiduciary services to institutional clients, including nonprofits and retirement plan sponsors. Will’s areas of expertise include fiduciary process, investment program design, investment policy statements, vendor management, investment manager search and selection, and employee financial wellness programs. Before joining CAPTRUST, he worked as a planning consultant in the Planning and Advice group at Fidelity Investments.

Will earned his Bachelor of Science degree in finance from the Pamplin College of Business at Virginia Tech. He also holds FINRA Series 7 and Series 66 licenses.

Outside of work, Will enjoys spending time with family and exploring North Carolina, from the intracoastal waterways to the Blue Ridge Mountains.

Education

  • Bachelor of Science degree in finance from the Pamplin College of Business at Virginia Tech

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2022, 2024, and 2025 (CAPTRUST Raleigh)

Webinar

Advisor RFPs for Endowments and Foundations: A Step-by-Step Guide (Webinar Recording)

Nonprofits need partners to help them meet their investment, spending, governance, and fundraising challenges. However, finding that partner via an advisor RFP can be daunting. Having helped create the industry-standard response template for advisor requests for proposals (RFPs), CAPTRUST is positioned to present a step-by-step RFP process for nonprofits. Watch our webinar recording to learn more.

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