Stephen H. Schott

Wednesday, Concurrent Sessions X-XI - Concurrent Sessions W-1&2D

Stephen H. Schott 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 30 years of experience and is currently a principal and director of institutional religious retirement and foundation services. He advises to endowments, foundations, captive insurance plans, Taft-Hartley plans, and public pensions. Stephen and his team were ranked fifth on the 2018 Barron’s Top 50 Institutional Consultants list.

Stephen’s dedication to the Catholic faith is evident in the many leadership roles he holds outside of work. He is an investment committee member for Catholic Relief Services and Sacred Heart Major Seminary Foundation, as well as a Knight of St. Gregory. Additionally, Stephen is chairman emeritus of Schott Memorial Foundation and trustee emeritus of Pope John Paul II Cultural Center. In 2014, Stephen was invited to the Vatican as a guest speaker at the Vatican Impact Investing Conference.

Diocesan Fiscal Management Conference

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