Address

2375 East Camelback Road #700
Phoenix, AZ 85016

Contact

Phone: 602.468.1232

Who We Serve

Endowments & Foundations Individuals Retirement Plan Sponsors

Hours

Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–1:00 pm

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

Phoenix

We’re proud to have a presence in one of America’s largest cities, Phoenix. Our national footprint and years of experience allows us to service the local community with financial advising services that clients can trust. Further your financial goals with a team of experts that always put your needs first.

Our Team

Chris Bergthold

Financial Advisor,
Relationship Manager

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Christina Burroughs

Principal,
Financial Advisor

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Ena Dashi

Consultant / Relationship Manager

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Eric Ensign

Principal,
Financial Advisor

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Nathan Erickson

Principal,
Financial Advisor

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Our clients trust us to help them navigate one of the most important matters they will have to face—stewarding their wealth. We blend artful experience and deep, technical expertise to help them make the most of their money and achieve their goals.

Christina Burroughs