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

Stephen H. Schott
Managing Principal
stephen.schott@captrustadv.com
Stephen Schott has more than 28 years of experience in consulting to Endowments, Foundations, Insurance and Captive Plans, Taft Hartley Plans, and Public Pensions... | 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

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

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

Anne K. Kennedy
Investment Consultant
anne.kennedy@captrustadv.com
Anne Kennedy has more than 20 years of experience serving a broad institutional client base in investment management services. Prior to joining CapTrust... | 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

Angela Parrish, CFA
Senior Investment Consultant
angela.parrish@captrustadv.com
Angela Parrish is an investment consultant based in CapTrust's Tampa Headquarters. Her primary responsibilities include delivering investment consulting services... | Read Full Bio

Kevin Schmid, CFA, CAIA
Investment Consultant
kevin.schmid@captrustadv.com
Kevin Schmid has more than 10 years of experience serving a broad institutional client base. Prior to joining CapTrust, Kevin served as a Director at Highmount Capital... | Read Full Bio