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. He consults to the firm’s clients on all aspects of investment policy, asset allocation, asset/liability analysis, and manager recommendation. Before establishing Schott Group Investment Consulting, Mr. Schott worked on Wall Street in New York City in the early 1980’s at Drexel Burnham Lambert. While continuing his consulting career, he moved to Cincinnati and served as the Chief Operating Officer of the World Champion Cincinnati Reds from 1988-1991, overseeing operations and all aspects of team management. He is a graduate of Denison University with additional studies in business and finance at Warnborough College in Oxford, England. More recently, he completed an executive program on Investment Decisions and Behavioral Finance at Harvard University’s John F. Kennedy School of Government.

Mr. Schott is also a member of the Investment Management Consulting Association (IMCA), a national professional investment consulting association. Outside the office, Mr. Schott serves as the Chairman of the Board of the Schott Memorial Foundation, as a Trustee of the Pope John Paul II Cultural Center, a member of the Investment Committee of the National Catholic Relief Services and Sacred Heart Seminary Foundation, and a board member of the Greater Cleveland Muny Football League.

Mr. Schott has recently joined the Board of Directors of the SET SEG Educational Foundation and has also served terms on the Board of Northern Michigan Hospital Foundation, the Board of the Ohio Sports and Law Commission, St. Thomas University and Law School, and the Board of the National Catholic Office for Persons with Disabilities. In recognition of his commitment to professional excellence and contributions to the community, Mr. Schott was selected as one of Cincinnati’s outstanding Forty under 40 by the Cincinnati Business Courier in 1996. Mr. Schott has been a guest on CNBC and quoted in a variety of national publications such as USA Today, BusinessWeek and Forbes Magazine. He brings extensive experience indeveloping and overseeing investment programs for fiduciary accounts.