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Stephen SchottPrincipal and Director, Institutional Religious Retirement and Foundation Services

  • 4000 Hollywood Boulevard
    Suite 555-South
    Hollywood, FL 33021
  • 305.892.0420

Stephen merged The Schott Group, the investment consulting firm he founded, with CapTrust Advisors in 2007 to become one of the firm's three managing principals. He became part of CAPTRUST in 2017 when CapTrust Advisors merged with CAPTRUST. Stephen is currently a principal and director of institutional religious retirement and foundation services. He advises to endowments, foundations, captive insurance plans, Taft-Hartley plans, and public pensions. Stephen began his financial services career in 1984 on Wall Street in New York City. While continuing his consulting career, he moved to Cincinnati and served as the chief operating officer of the world champion Cincinnati Reds from 1988 to 1991, overseeing all aspects of team management and representing ownership. 

EDUCATION

  • Bachelor of Arts degree from Denison University 
  • Business and finance studies at Warnborough College in England

AFFILIATIONS

  • Chairman Emeritus, Schott Memorial Foundation (www.schottcommunities.org)
  • Trustee Emeritus, Pope John Paul II Cultural Center
  • Investment Committee Member, Catholic Relief Services
  • Investment Committee Member, Sacred Heart Major Seminary Foundation
  • Board Member, Northern Michigan Hospital Foundation
  • Board Member, National Catholic Partnership on Disability
  • Board Member, St. Thomas University and Law School
  • Board Member, Ohio Sports and Law Commission
  • Board of Trustees, Pro Football Hall of Fame
  • Vice Chairman, Pro Football Hall of Fame Advisory Board
  • Member, BCS Orange Bowl Committee
  • Board Member, Greater Cleveland Muny Football League
  • Board of Directors, SET SEG Educational Foundation
  • Board Member, PGA Reach Foundation
  • President, Indian Creek Country Club

AWARDS AND RECOGNITION

  • 2018 Barron's Top 50 Institutional Consultants
  • 2015 FBI Miami Agents Man of the Year
  • Program Graduate, FBI Miami Citizens Academy
  • 1996 Cincinnati Business Courier Forty Under 40