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Tampa_Blue

400 North Tampa Street,
Suite 1800
Tampa, FL 33602

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Phone: 813.218.5000

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm

Wealth Management
Institutional Retirement
Endowments & Foundations

Our Team

CAPTRUST’s Tampa-based advisors specialize in providing investment advisory services to fiduciaries of retirement plans, foundations, and endowments, as well as comprehensive wealth management services to high-net-worth individuals and families.

Advisor

Eric W. Bailey, CFA®

Principal,
Financial Advisor

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Advisor

Matthew Brown

Vice President,
Financial Advisor

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Advisor

R. Chase Burkhart, CFP®

Vice President,
Financial Advisor

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Advisor

Kyle Campbell, CFA®

Vice President,
Financial Advisor

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Advisor

Matt R. Doyle, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Jeb Graham, CEBS, CIMA®, CPFA

Senior Vice President,
Financial Advisor

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Advisor

John J. Griffith, Jr., AIF®, CPC

Senior Vice President,
Financial Advisor

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Advisor

Shale W. Latter, CPFA

Vice President,
Financial Advisor

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Advisor

R. Scott Lowke, AIF®, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Samuel L. (“Bo”) Perry, Jr., CFP®

Senior Vice President,
Financial Advisor

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Advisor

Robert F. Piccirilli, CAIA®, CIMA®

Senior Vice President,
Financial Advisor

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Advisor

Kipp G. Small, CRSP

Vice President,
Financial Advisor

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Advisor

Mike Valone, CFA®

Vice President,
Financial Advisor

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Tampa, FL

400 North Tampa Street,
Suite 1800
Tampa, FL 33602
Phone 813.218.5000