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

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

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

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

MATTHEW O. HARBERT, CFA
Director of Analytics
matthew.harbert@captrustadv.com
Matt is a native Floridian and graduate of the University of South Florida with a degree in Finance and Economics. After college, he spent two years employed as a registered.... | Read Full Bio

Mary Johnston
Chief Compliance Officer (RIA)
mary.johnston@captrustadv.com
Mary has over 11 years of experience in the financial services industry and currently serves as the Chief Compliance Officer for CapTrust Advisors, a Registered Investment... | 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

Robert F. Piccirilli
Investment Consultant
robert.piccirilli@captrustadv.com
Robert’s primary focus is on creating investment strategies for affluent families and individual clients. With over ten years of industry experience, Robert has... | Read Full Bio

Gary W. Queen
Investment Consultant
gary.queen@captrustadv.com
Gary has thirty years investment experience in working with institutional clients and wealthy families. He has served in leadership roles in investment...| 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

Heidi B. Spencer
Director of Client Services, Investment Consulting Services
Heidi.Spencer@captrustadv.com
Heidi Spencer brings more than 25 years of experience in the financial services industry to her role as Director of Client Service & Investment Consulting Services... | 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