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 more than 26 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 foundation... | Read Full Bio

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

JOHN J. GRIFFITH, JD, CPC, AIF®
Retirement Plan Consultant
john.griffith@captrustadv.com
John serves as an investment consultant to many of Florida’s finest business corporations, municipal authorities, hospitals and not-for-profit corporations. He has over... | 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

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