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Our Team of professionals

Stephen H. Schott
Managing Principal
stephen.schott@captrustadv.com
Stephen Schott has over twenty five 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 team... | Read Full Bio

Heidi B. Spencer
Director of Client Services
Heidi.Spencer@captrustadv.com
Heidi Spencer brings more than twenty-nine years of experience in the financial services industry to her role as Director of Client Services... | Read Full Bio

Alicia L. Bryan, CFA
Senior Investment Consultant
Partner

alicia.bryan@captrustadv.com
Alicia's professional experience encompasses over twenty-one years in the financial and investment industries. Prior to joining CapTrust Advisors, LLC, Alicia was a principal of... | Read Full Bio

R. Scott Lowke, CFP®, AIF®
Senior Investment Consultant
Partner

scott.lowke@captrustadv.com
Scott has over twenty-six years experience in the institutional investment consulting industry. Scott began his investment management career as a... | Read Full Bio

Kevin Schmid, CFA, CAIA
Senior Investment Consultant
kevin.schmid@captrustadv.com
Kevin Schmid has more than twelve 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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