CapTrust Advisors Acquisition Results in Florida's Largest Private Investment Consulting Firm.TAMPA, Fla. -- CapTrust Advisors, LLC (Logical Link Control) See "LANs" under data link protocol. LLC - Logical Link Control has been joined by Schott Group Investment Consulting, creating Florida's largest private investment consulting firm Noun 1. consulting firm - a firm of experts providing professional advice to an organization for a fee consulting company business firm, firm, house - the members of a business organization that owns or operates one or more establishments; "he worked for a . The company will continue to be known as CapTrust Advisors, LLC. The union of the two companies more than doubles CapTrust client assets to $10 billion. Stephen H. Schott, founder of Schott Group, has become an equity partner of CapTrust. The Schott Group specialized in advising Catholic organizations on investments and was nationally known among church financial officers. The Schott Group firm was founded and led by Mr. Schott, who once served as Chief Operating Officer Chief Operating Officer (COO) The officer of a firm responsible for day-to-day management, usually the president or an executive vice-president. of the World Champion Cincinnati Reds baseball team and is a member of the family that once owned the team. The Schott Group had offices in Miami, Florida “Miami” redirects here. For the Native American tribe, see Miami tribe. Miami is a major city in southeastern Florida, in the United States. It is the county seat of Miami-Dade County. Miami is a gamma world city with an estimated population of 404,048. , Richmond, Virginia Richmond IPA: [ɹɯʒmɐnɖ] is the capital of the Commonwealth of Virginia, in the United States. and Harbor Springs, Michigan Harbor Springs is a city in Emmet County in the U.S. state of Michigan. The population was 1,567 at the 2000 census. Harbor Springs is in a sheltered bay on the north shore of the Little Traverse Bay on Lake Michigan. . CapTrust manages public and private retirement plans, foundations and endowments, and offers family office services for affluent families. CapTrust's client list includes major hospitals, Catholic dioceses, professional sports teams, museums, foundations, colleges, non-profits of all types, prominent Florida law firms and a number of major public corporations. CapTrust has both a national and international client presence. Eric W. Bailey and Roger E. Robson, founding partners of CapTrust, welcomed Schott and his team of professional investment consultants to the firm. "We knew Steve Schott to be a major player in the institutional market from Miami to New York New York, state, United States New York, Middle Atlantic state of the United States. It is bordered by Vermont, Massachusetts, Connecticut, and the Atlantic Ocean (E), New Jersey and Pennsylvania (S), Lakes Erie and Ontario and the Canadian province of ," Bailey said. "He is a perfect fit with CapTrust, and he adds depth and experience to our team." About CapTrust CapTrust Advisors is a privately held, independent investment consulting firm headquartered in Tampa, Florida, with offices in Naples and Miami, Florida, Richmond, Virginia and Harbor Springs, Michigan. Established in 1998, CapTrust provides institutional investment consulting services for public/private retirement plans, nonprofits, endowments and foundations and wealthy families. The firm is wholly employee owned. To find out more about CapTrust, please visit www.captrustadv.com. |
|
Printer friendly
Cite/link
Email
Feedback
Reader Opinion