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Stephen Schott

Wednesday, Concurrent Session X/XI-C - Presentation

Stephen H. Schott is the Managing Principal of CAPTRUST Advisors. He has over thirty years of experience in investment consulting advising to Catholic Institutions Endowments, Foundations, Pension plans, Taft Hartley plans, Public Pension plans as well as Captive insurance plans. Stephen consults on investment policies, asset allocation, asset/liability analysis, as well as manager recommendations.

Mr. Schott brings extensive experience in developing and overseeing investment programs. He has been a guest on CNBC and quoted in a variety of national publications such as USA Today, BusinessWeek and Forbes Magazine. He has also been interviewed as a guest on CNN Headline News' Newsmakers Segment.

Outside the office, Mr. Schott serves on a number of Boards and investment Committees. Most notably as it relates to Catholic organizations, Steve has served as the chairman of the Board of the Schott Memorial Foundation and as a trustee of the Pope John Paul II Cultural Center. Steve is a member of the Investment Committee of the Catholic Relief Services and Sacred Heart Major Seminary Foundation, as well as the St. Thomas University and Law School and the National Catholic Partnership on Disability.

In recognition of Stephen’s commitment to professional excellence and contributions to the community, He was chosen as one of Cincinnati's outstanding Forty under 40 by the Cincinnati Business Courier in 1996 and most recently named 2015 FBI Miami Agents Association Man of the Year.

Diocesan Fiscal Management Conference

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