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

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... | Read Full Bio

Samuel "Bo" L. Perry Jr., CFP®
Senior Investment Consultant
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 team... | Read Full Bio

Alicia L. Bryan, CFA
Senior Investment Consultant
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
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
Since joining CapTrust in January 2005, Jeb has focused on providing institutional investment consulting services to committees of private sector retirement plans and non-profits... | Read Full Bio

JOHN J. GRIFFITH, JD, CPC, AIF®
Senior Investment Consultant
john.griffith@captrustadv.com
John serves as an investment consultant for 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

Jeffrey W. Ireland
Director of Client Services
jeffrey.ireland@captrustadv.com
Jeff brings more than thirty years experience in the financial services industry. He has experience with fund due diligence, retirement plan vendor ... | Read Full Bio

Anne K. Kennedy
Investment Consultant
anne.kennedy@captrustadv.com
Anne Kennedy has more than twenty-one years of experience serving a broad institutional client base in investment management services. Prior to joining CapTrust... | Read Full Bio

Shale Latter
Retirement Plan Consultant
shale.latter@captrustadv.com
Shale is a graduate of the University of South Florida where he received his Bachelor of Science in Finance with a minor in Management Information Systems. Shale has... | Read Full Bio

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

Angela Parrish, CFA
Senior Investment Consultant
angela.parrish@captrustadv.com
Angela Parrish is an investment consultant based in CapTrust's Tampa Headquarters. Her primary responsibilities include delivering investment consulting services... | Read Full Bio

Robert F. Piccirilli
Investment Consultant
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

Gary W. Queen
Investment Consultant
gary.queen@captrustadv.com
Gary has thirty-six 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
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

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

James J. Waters, FSPA, CPC, EA
Senior Investment Consultant
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