STEPHEN H. SCHOTT
MANAGING PRINCIPAL
stephen.schott@captrustadv.com

Stephen Schott has more than twenty-eight years of experience in consulting to endowments, foundations, insurance and Captive plans, Taft-Hartley plans, and public pensions. He consults to firm 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 all aspects of team management and representing ownership. He is a graduate of Denison University with additional studies in business and finance at Warnborough College in Oxford, England. Furthering his studies, he completed an executive program on Investment Decisions and Behavioral Finance at Harvard University's John F. Kennedy School of Government. More recently, Mr. Schott completed the FBI Citizens' Academy and graduated from the program in May 2010. He now serves on the Board of Directors for the FBI Miami Citizens' Academy Alumni 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, and is a member of the Investment Committee of the Catholic Relief Services and Sacred Heart Major Seminary Foundation, a board member of the Pro Football Hall of Fame and a board member of the BCS Orange Bowl Committee.

Mr. Schott has joined the Board of Directors of the SET SEG Educational Foundation and has also served terms on the Boards of Northern Michigan Hospital Foundation, the Ohio Sports and Law Commission, St. Thomas University and Law School and the National Catholic Partnership on Disability. 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 has also been interviewed as a guest on CNN Headline News' Newsmakers Segment. He brings extensive experience in developing and overseeing investment programs for fiduciary accounts.