The office will be headed by Stephen Schott, managing principal; Heidi Spencer, director of client services; and Drew Dinkmeyer, senior investment analyst. Administrative support will be provided by Jennie Janczewski.
CapTrust is a privately held, independent, investment consulting practice headquartered in Tampa, Florida, with consulting offices in Miami and Bonita Springs, Florida. The Miami office’s phone number is (305) 892-0420.