Roger E. Robson
Managing Principal
roger.robson@captrustadv.com
Roger is a founding Principal of CapTrust and has over twenty-six 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

Samuel "Bo" L. Perry Jr., CFP®
Senior Investment Consultant
Partner
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

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

Matt Doyle, CFP®
Senior Investment Consultant
Partner
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

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

Robert F. Piccirilli
Investment Consultant
Partner
robert.piccirilli@captrustadv.com
Robert's primary focus is on creating investment strategies for CapTrust's institutional clients. With over fourteen years of industry experience, Robert has... | Read Full Bio

James J. Waters, FSPA, CPC, EA
Senior Investment Consultant
Partner
jim.waters@captrustadv.com
For more than forty-one years, Jim has provided consulting expertise to all aspects of the creation, funding, portfolio management and administration of qualified retirement... | Read Full Bio