SOUTH TEXAS MONEY MANAGEMENT - Key Persons

Aaron Adcock

Job Titles:

CAPTRUST in 2020 As a Vice President and Financial Advisor
Wealth Management Financial Advisor

Aaron Adcock is a wealth management financial advisor based in Chesterton, IN. Aaron joined CAPTRUST in 2020 as a vice president and financial advisor responsible for providing investment advisory services to high-net-worth individuals, families, and institutions. Prior to joining CAPTRUST, Aaron spent more than eight years with Lakeside Wealth Management, a firm specializing in financial planning, fiduciary and corporate qualified plan consulting, small business services, risk and asset management, and estate, tax, and life insurance planning since 2002. There, he served as director of the firm's wealth management division and was responsible for handling complex financial planning and strategizing that aligned with clients' financial goals. Prior to his work at Lakeside, Aaron was a financial consultant at Charles Schwab in Richfield, Ohio. He also served as a financial advisor at Morgan Stanley. When he is not at the office or with a client, Aaron enjoys camping and being a handyman. Education Bachelor of Science degree in business from Purdue University North Central

Adam M. Eisenhauer - VP

Job Titles:

Financial Advisor
Vice President
Wealth Management Financial Advisor

Adam Eisenhauer is a wealth management financial advisor based out of the San Antonio, TX. CAPTRUST welcomed Adam in 2019, and he currently serves as a vice president and financial advisor. He is responsible for providing comprehensive wealth management solutions to high-net-worth individuals, families, and institutions. Adam joined CAPTRUST from South Texas Money Management, where he served as a fixed income trader and associate portfolio manager. Prior to South Texas Money Management, Adam worked as a portfolio manager at Investment Professionals, Inc. He was part of a team that innovated the idea of municipal bond management into a hedge fund. He has been in the financial industry for over 22 years. Outside of work, Adam enjoys spending time with his wife, Kristin, and son, Andrew, watching sporting events, enjoying local parks, and trying the newest restaurants around town. Education Bachelor of Arts in business administration and finance from Texas Tech University Master of Business Administration degree in finance from Texas Tech University

Adam Powell

Job Titles:

Financial Advisor
Wealth Management Financial Advisor

Adam Powell is a wealth management financial advisor based in Clarkston, MI. CAPTRUST welcomed Adam to our team in 2013 as an advice and wellness wealth advisor within the firms Institutional Services Group. He specializes in working with retirement plan participants and provides wealth management advice for plan sponsors. Prior to joining the firm, Adam was a small business banker with Chase Bank. He also worked as a personal banker at Fifth Third Bank. In these roles, Adam proactively developed and maintained relationships with his customers while providing comprehensive financial and growth solutions. When he's not helping clients, Adam enjoys watching his four children compete in baseball, softball, and soccer. He is also an avid golfer and squeezes in a round of golf whenever possible. Adam holds a Bachelor of Business Administration degree in finance from the University of Michigan-Flint and a Master of Business Administration degree from Cleary University. Education Master of Business Administration degree from Cleary University Bachelor of Business Administration degree in finance from the University of Michigan-Flint

Alexander Farquhar

Job Titles:

Principal
Institutional Advisor

Alexander Farquhar is an institutional advisor based in Chicago, IL. CAPTRUST welcomed Alex to our team in 2021. As a principal, he is responsible for providing investment advisory services to clients focusing on corporate retirement plans, endowments, foundations, healthcare institutions, and family offices. Alex joined us from Ellwood Associates-a comprehensive financial services firm- where he served as managing director. He was a member of the firm's management committee and oversaw the firm's investment manager research process. Alex earned a Bachelor of Science degree in finance from the University of Arizona. Education Bachelor of Science degree in finance from the University of Arizona

Andrew Mitchell

Job Titles:

CFP®, CPA, PFS
Wealth Management Financial Advisor

Andrew Mitchell is a wealth management financial advisor based in Nashville, TN. Andrew joined CAPTRUST in 2022 from TrustCore Financial Services. He serves as a senior associate and relationship manager working with clients in the areas of retirement planning, education, tax, estate, insurance, and investment management. He helps clients create a roadmap that aligns all aspects of their personal finances towards accomplishing their financial goals. Andrew earned a Bachelor of Science in Business Administration degree in accountancy and a Master of Accountancy from Auburn University. He also holds the designations of CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant, and Personal Financial Specialist. Outside of work, Andrew enjoys fly fishing, golf, hiking, and spending time with his wife, daughter, and dog. Education Bachelor of Science in Business Administration degree in accountancy from Auburn University Master of Accountancy from Auburn University

Andrew Schwark

Job Titles:

Institutional Advisor
Principal / View Profile

Andrew Schwark is an institutional advisor based in Chicago, IL. CAPTRUST welcomed Andy to our team in 2021. As a principal, he serves as the primary consultant to several of the firm's clients with a focus on healthcare institutions, corporate retirement plans, family offices, endowments, and foundations.

Beau K. Williams

Job Titles:

Senior Financial Advisor

Beau joined CAPTRUST in 2020 from Welch Hornsby, an independent, fee-only investment advisory firm, where he served as director of research for more than 22 years. In his role as senior financial advisor for CAPTRUST, Beau is focused on endowment and foundation clients in Alabama and throughout the southeast. In addition, he continues to support many of the legacy (Welch Hornsby) retirement plan clients as a source for investment strategy and manager due diligence. Beau earned his Bachelor of Science degree in accounting from Auburn University and a Master of Business Administration degree in finance from Auburn University at Montgomery. He is a Chartered Financial Analyst (CFA) and has been in the industry since 1997. Education Bachelor of Science degree in accounting from Auburn University Master of Business Administration degree in finance from Auburn University at Montgomery

Ben Goldstein - President

Job Titles:

President

As president, Ben oversees critical functions, including finance, legal, compliance, human resources, administration, application development, and information technology. He is also extensively involved in the firm's merger and acquisition activities and is a member of the CAPTRUST Leadership Team. Ben is active in all aspects of the business as a member of the board of directors and the Operating Committee and is based out of the Raleigh, North Carolina, office. As president, Ben brings to the board insight on the firm's critical functions, including finance, legal, compliance, human resources, administration, application development, and information technology. He is also extensively involved in the firm's merger and acquisition activities and is a member of the CAPTRUST Leadership Team. Prior to joining the firm, Ben served as president of The Advisory Group LLC, a boutique consulting firm that advises businesses in the areas of finance, investment banking, technology, and real estate. On a day-to-day basis, Ben enjoys the CAPTRUST culture and the variety of matters he is fortunate to be involved in. He especially enjoys developing relationships with our acquisition prospects and mentoring and coaching the talented colleagues he is privileged to work alongside. Education Bachelor of Science in business administration from the University of North Carolina, Chapel Hill

Brad Caldwell

Job Titles:

Wealth Management Financial Advisor

Brad joined CAPTRUST in 2022 from TrustCore Financial Services and serves as a principal and financial advisor. He provides comprehensive financial planning to high-net-worth clients, with a focus in estate planning to protect wealth through asset protection; mitigate taxes long term; and provide legacy wealth transfer to future generations. Brad has worked in the industry since 2000 and holds a Bachelor of Science degree in accounting and business management from Lipscomb University.

Brandon Martineson

Job Titles:

Financial Advisor

Braxton Barnes

Job Titles:

Financial Advisor
Relationship Manager

Brendan Nosovitch

Job Titles:

Wealth Management Advisor

Brendan joined CAPTRUST in 2019 and has more than five years of wealth management experience. Brendan specializes in providing financial advice to retirement plan participants, comprehensive wealth management services to high-net-worth investors, professionals, corporate executives, and successful business owners. He is dedicated to helping individuals and families grow and protect their wealth. Brendan assists in all areas of financial planning such as retirement planning, corporate benefits planning, estate planning, tax planning, education planning, investments, and insurance. Outside of work, Brendan enjoys spending time with family and friends, working out, going to the beach, and playing golf.

Brian Thrasher - VP

Job Titles:

Financial Advisor
Vice President

Britni Mosher

Job Titles:

Associate
Relationship Manager

Casey Keller - SVP

Job Titles:

Financial Advisor
Senior Vice President

Casey Pogodzinski - VP

Job Titles:

Financial Advisor
Vice President

Chanon MacDonald

Job Titles:

Senior Associate, Relationship Manager / View Profile

Charles Mohr

Job Titles:

Principal

Chris Butz

Job Titles:

Wealth Management Financial Advisor

Chris Butz is a wealth management financial advisor based in Allentown, PA. Chris joined CAPTRUST in 2015 as a principal and financial advisor with the firm's partnership with MFP Strategies and co-leads the Strategic Advisor Group, a division within CAPTRUST that provides multigenerational business and estate preservation, wealth planning, investment advisory, and life insurance strategies. The Strategic Advisor Group team works with many industry leading companies, their owners and executive teams, as well as families with substantial wealth, family offices, and high net worth individuals. Previously, Chris served as partner and has worked in the industry for over 20 years. Education Bachelor of Science degree in finance from Kutztown University

Christina Lecholop

Job Titles:

Wealth Management Financial Advisor

Christina Lecholop is a wealth management financial advisor based in San Antonio, TX.

Christina Markell-Balleza - Chief Legal Officer, Managing Director

Job Titles:

General Counsel
Managing Director

Christopher Huber

Job Titles:

Financial Advisor

Christopher Krakowski

Job Titles:

Principal / View Profile

Christopher Whitlow

Job Titles:

Senior Director

Collin E. Roche - Managing Director

Job Titles:

Managing Director

Craig Draper - VP

Job Titles:

Financial Advisor
Vice President

Daniel George

Job Titles:

Principal / View Profile

Daniel Simon

Job Titles:

Principal / View Profile

Darryl Edmonds

Job Titles:

Principal, Financial Advisor / View Profile

Dasha Smith - EVP

Job Titles:

Chief Administrative Officer
Executive Vice President

David Hood

Job Titles:

Senior Director, Investment Research

David Steine - SVP

Job Titles:

Financial Advisor
Senior Vice President

Denise Buchanan - Chief Compliance Officer

Job Titles:

Chief Compliance Officer
Senior Director

Donald Lutomski

Job Titles:

Financial Advisor
Principal

Drew Digby

Job Titles:

CFP®, CPA, PFS, CEPA

Drew McCorkle - SVP

Job Titles:

Financial Advisor
Senior Vice President

Edward V. Welch

Job Titles:

Managing Director, Head of Wealth Management

Elliot Greenberg

Job Titles:

Principal

Eric W. Bailey

Job Titles:

Principal, Head of Endowments & Foundations

Erik Milam

Job Titles:

Principal, Financial Advisor / View Profile

Frank Bub

Job Titles:

Senior Director, Head of Wealth Management Consulting

Gary Dean

Job Titles:

Financial Advisor
Managing Principal

Grant Verhaeghe

Job Titles:

Senior Director

Heather Caussade

Job Titles:

Wealth Management Advisor

Heather Caussade is a wealth management advisor based in San Antonio, TX. Heather joined CAPTRUST from South Texas Money Management in 2019. She serves as a vice president and financial advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives. Prior to joining the firm, Heather served as an associate relationship manager at South Texas Money Management. She earned her Bachelor of Science degree in psychology from The University of Texas at San Antonio and a Master of Personal Financial Planning degree from Texas Tech University. She has been in the industry since 2015. Education Bachelor of Arts degree in psychology from The University of Texas at San Antonio Master of Science degree in personal financial planning from Texas Tech University

J. Fielding Miller - CEO, Founder

Job Titles:

Chief Executive Officer
Co - Founder

Jake D. Miller

Job Titles:

Financial Advisor
Relationship Manager

James Underwood

Job Titles:

Senior Director

James W. Strodel

Job Titles:

Financial Advisor
Principal

Jane MacDonald

Job Titles:

Principal, Financial Advisor / View Profile

Jeff Evans

Job Titles:

Senior Financial Advisor

Jeff Loehwing

Job Titles:

Financial Advisor
Principal

John A. Pickett - SVP

Job Titles:

Senior Vice President

John D. Curry - CMO

Job Titles:

Chief Marketing Officer

John P. Maloney

Job Titles:

Financial Advisor
Principal

John Weber - VP

Job Titles:

Financial Advisor
Vice President

John Young - SVP

Job Titles:

Financial Advisor
Senior Vice President

Jon Meyer - CTO

Job Titles:

Chief Technology Officer

Joseph Marzano

Job Titles:

Principal

Karen Denise

Job Titles:

Senior Director / Head, Wealth Client Service

Karl J. Eggerss

Job Titles:

Financial Advisor
Principal

Kevin Mitchell

Job Titles:

Principal, Financial Advisor / View Profile

Kristi Bieber Gibbs

Job Titles:

Principal

Kyle Heppner

Job Titles:

Financial Advisor

Lance Lahourcade

Job Titles:

Financial Advisor
Principal
Wealth Management Financial Advisor

Lance Lahourcade is a wealth management financial advisor based in San Antonio, TX. Lance joined CAPTRUST from South Texas Money Management in 2019. He serves as a principal and financial advisor. Prior to joining CAPTRUST, Lance was the managing director and director of relationship management at South Texas Money Management. He was also a partner and member of the executive team. Lance earned his Bachelor of Arts degree in economics from Trinity University and has held numerous professional securities registrations and licenses. A native of San Antonio, he brings more than forty years of investment experience to CAPTRUST. Lance has served on a number of community service boards and committees, including the University of Texas at Austin Parents Association Advisory Board. He currently serves on the board of AugustHeart, a nonprofit that creates accessibility to free lifesaving heart screenings for teenagers to identify undetected heart abnormalities putting teens at risk for sudden cardiac death. Education Bachelor of Arts degree in economics from Trinity University Memberships Former co-chair, advisory board, University of Texas at Austin Parents Association Advisory Board Board member, AugustHeart

LeeAnn Iacona

LeeAnn Iacona is a wealth management financial advisor based in San Antonio, TX. LeeAnn joined CAPTRUST in 2019. She serves as a financial advisor and relationship manager responsible for providing comprehensive wealth management services to high-net-worth investors and families. Prior to joining CAPTRUST, LeeAnn worked at South Texas Money Management as an Associate Relationship Manager where she served on a team servicing ultra-high-net-worth and institutional clients. She has been in the industry since 1998 working with clients in both service and operational management roles. When not in the office or with clients, you can find LeeAnn spending time with her family and friends. She enjoys trail running, cycling, walking her dogs, cooking and traveling with her husband.