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

Stephen H. Schott
Managing Principal
stephen.schott@captrustadv.com
Stephen Schott has over twenty five years of experience in consulting to endowments, foundations, insurance and Captive plans, Taft-Hartley plans, and public pensions... | Read Full Bio

William Matthew Brown
Senior Investment Consultant
matthew.brown@captrustadv.com
William "Matt" Brown contributes extensive professional experience in financial and investment management to the depth of CapTrust's institutional investment consulting team... | Read Full Bio

James E. (Jeb) Graham, CEBS, CIMA®
Retirement Plan Consultant
Partner
jeb.graham@captrustadv.com
Since joining CapTrust in January 2005, Jeb has focused on providing institutional investment consulting services to committees of private sector retirement plans and non-profits... | Read Full Bio

JOHN J. GRIFFITH, JD, CPC, AIF®
Senior Investment Consultant
Partner
john.griffith@captrustadv.com
John serves as an investment consultant for corporations, municipal authorities, hospitals and not-for-profit corporations. He has over... | Read Full Bio

Shale Latter
Retirement Plan Consultant
shale.latter@captrustadv.com
Shale is a graduate of the University of South Florida where he received his Bachelor of Science in Finance with a minor in Management Information Systems. Shale has... | Read Full Bio

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

James J. Waters, FSPA, CPC, EA
Senior Investment Consultant
Partner
jim.waters@captrustadv.com
For more than forty-one years, Jim has provided consulting expertise to all aspects of the creation, funding, portfolio management and administration of qualified retirement... | Read Full Bio