Address

6465 Greenwood Plaza Blvd #350
Greenwood Village, CO 80111

Contact

Phone: 303.738.0300

Who We Serve

Endowment & Foundation Leaders Individuals & Families Retirement Plan Sponsors

Hours

Mon–Fri, 8:30 am–5:00 pm

See Nearby Locations

Lone Tree, CO

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

Greenwood Village

Discover new investment, spending, governance, and fundraising opportunities when you enlist the help of a CAPTRUST advisor. Our experts are well-versed in a range of financial services for endowments and foundations and can help guide you through your unique challenges. Partner with CAPTRUST by contacting your local office today.

Our Team

Dale Connors

Principal

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Katie Eldred

Financial Advisor,
Relationship Management

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Sarah Chobot Falgiatano

Principal

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Andrew Fiegel

Principal

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Jill A. Rogers

Senior Vice President,
Financial Advisor

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Each client has unique financial goals and stakeholder values that require customized investment programs. We blend our technical expertise with a proactive, hands-on approach to develop investment solutions that meet our clients’ desired outcomes.

Kevin Yoshida