Roger E. Robson
Managing Principal
roger.robson@captrustadv.com
Roger is a founding principal of CapTrust and has over twenty-five years experience providing for the investment needs of corporations, retirement plans, foundations and endowments... | Read Full Bio

Eric W. Bailey, CFA
Managing Principal
eric.bailey@captrustadv.com
A founding principal of CapTrust, Eric has undergone three years of advanced study in the complex issues of investment management and has earned the right to use... | Read Full Bio

Samuel "Bo" L. Perry Jr., CFP®
Managing Director
bo.perry@captrustadv.com
Bo is a founding principal of CapTrust and has extensive experience in the financial services industry focusing on providing investment consulting for... | Read Full Bio

Alicia L. Bryan, CFA
Senior Investment Consultant
alicia.bryan@captrustadv.com
Alicia’s professional experience encompasses over 20 years in the financial and investment industries. Prior to joining CapTrust Advisors, LLC, Alicia was a Principal of... | Read Full Bio

Matt Doyle, CFP®
Senior Investment Consultant
matt.doyle@captrustadv.com
Matt provides investment consulting services to foundations and endowments as well as affluent families. Prior to joining CapTrust in 2004, Matt managed the Private Client Group... | Read Full Bio

Mary Johnston
Chief Compliance Officer (RIA)
mary.johnston@captrustadv.com
Mary has over 11 years of experience in the financial services industry and currently serves as the Chief Compliance Officer for CapTrust Advisors, a Registered Investment... | Read Full Bio

R. Scott Lowke, CFP®, AIF®
Senior Investment Consultant
scott.lowke@captrustadv.com
Scott has over twenty five years experience in the institutional and personal investment consulting industry. Scott began his investment management career as a... | Read Full Bio

Robert F. Piccirilli
Investment Consultant
robert.piccirilli@captrustadv.com
Robert’s primary focus is on creating investment strategies for affluent families and individual clients. With over ten years of industry experience, Robert has... | Read Full Bio

James J. Waters, FSPA, CPC, EA
Consulting Manager
jim.waters@captrustadv.com
For more than 40 years Jim has provided consulting in all aspects of the creation, funding, portfolio management, and administration of qualified retirement... | Read Full Bio