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Our Team of professionals

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

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

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

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

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

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