Concurrent Sessions 10 & 11A

Principal and Senior Director, CAPTRUST

Stephen merged The Schott Group, the investment consulting firm he founded, with CapTrust Advisors in 2007 to become one of the firm’s three managing principals. He became part of CAPTRUST in 2017 when CapTrust Advisors merged with CAPTRUST. Stephen has more than 35 years of institutional investment consulting experience and currently serves as a principal and senior director of institutional religious retirement and foundation services. He advises endowments, foundations, captive insurance plans, Taft-Hartley plans, and public pensions. Stephen and his team were ranked in the top twenty for the last five years in Barron’s Top 100 Institutional Consultants list.

Stephen’s dedication to the Catholic Church is evident in the many leadership roles he holds outside of work. He was made a Knight of St. Gregory by Pope Benedict XVI—an honor bestowed upon Catholic men and women in recognition of their personal service to the Holy See and to the Catholic Church through their unusual labors, their support of the Holy See, and the examples they set in their communities and their countries. He is an investment committee member for Catholic Relief Services and Sacred Heart Major Seminary Foundation. Additionally, Stephen is chairman emeritus of Schott Memorial Foundation and trustee emeritus of Pope John Paul II Cultural Center. In 2016, Stephen was invited to the Vatican as a guest speaker on impact investing.