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Steve Wilt, CIMA®

Steve Wilt, CIMA®

Senior Vice President,
Financial Advisor

  • Akron, OH
  • Mere Christianity | Darkest Hour
  • Bruce Wayne, Sean Connery, and Jack Nicklaus
  • Do not neglect the gift that is in you.
  • Honesty, a sense of humor, and humility

Financial Advisors

Steve is an institutional advisor based out of Akron, OH.

Steve joined CAPTRUST in 2009 and serves as a senior vice president and principal financial advisor. He is responsible for providing investment advisory services to fiduciaries of corporate retirement plans. He is motivated to make the most out of life through serving others, forming meaningful relationships, and embracing all that is good in the world.

Prior to joining the firm, Steve served as a vice president, financial advisor at Merrill Lynch and has worked in the industry since 1998. When he is not in the office or with a client, Steve enjoys traveling, playing golf and tennis, giving back to his community, and spending time with his family.

Education

  • Bachelor of Science in Business Administration degree with a concentration in international marketing from The University of Akron

Industry Designations

  • Certified Investment Management Analyst®

Awards & Recognition

  • Barron’s Top 50 Institutional Consultants | 2018 and 2019 (Team Wilt)
  • 401k Wire Top 100 Most Influential People in 401(k) | 2008
  • ASPPA 401(k) Leadership Award Finalist | 2009
  • CAPTRUST Advisor of the Year | 2011 and 2016
  • CAPTRUST Rainmaker | 2010
  • Financial Times 401 Top Retirement Plan Advisor | 2017
  • PLANSPONSOR Magazine Retirement Plan Adviser Team of the Year | 2007
  • The University of Akron, Dr. Frank L. Simonetti Distinguished Business Alumni Award | 2012
  • Plan Advisor Hall of Fame Inductee | 2011

Memberships

  • Board member, The University of Akron College of Business Alumni
  • Investment Committee Chair, St. Sebastian’s Foundation Board
  • Board Member and Advancement Chair, The Julie Billiart School at St. Sebastian’s
  • Investment Committee Member, The Goodwill Industries of Akron
  • Member, The Greater Akron Chamber of Commerce
  • Event Chair, Summa Sapphire Ball
  • Event Chair, Summa Foundation Golf Outing
  • Event Chair, The Stan Hywet Gala
  • Event Chair, The Archbishop Hoban Extravaganza
  • Event Chair, The St. Sebastian’s Spectacular
  • Event Chair, The Love Akron Breakfast

News & Resources

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