Address

71 South Wacker Drive #3490
Chicago, IL 60606

Contact

Phone: 312.782.5432

Who We Serve

Endowment & Foundation Leaders Individuals & Families Retirement Plan Sponsors

Hours

Mon–Fri, 8:30 am–5:00 pm

Endowment & Foundation Leaders

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 & Families

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

Chicago

We take pride in the fiduciary services we provide to our clients. When you partner with the experts at CAPTRUST, we prioritize your goals in each solution we present. Make informed decisions that work towards your objectives with the CAPTRUST team on your side. Contact your local office and connect with one of our advisors today.

Our Team

Kyle G. Clifford

Senior Financial Advisor,
Relationship Management

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Timothy Egan

Principal,
Financial Advisor

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Alexander Farquhar

Principal

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Daniel George

Principal

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Kristi Bieber Gibbs

Principal

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The Chicago team specializes in providing customized investment programs and objective advice to nonprofits across the country. Our overarching goal is to help each client meet the three pillars of a successful endowment or foundation: mission engagement, fiduciary governance, and investment management.

Elliot Greenberg