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Katie Eldred, Aif® Email & Phone Number

Institutional Financial Advisor at CAPTRUST at CAPTRUST
Location: Denver, Colorado, United States 5 work roles 1 school
1 work email found @captrust.com 3 phones found area 608 and 312 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email k****@captrust.com
Direct phone (608) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CAPTRUST
Role
Institutional Financial Advisor at CAPTRUST
Location
Denver, Colorado, United States

Who is Katie Eldred, Aif®? Overview

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Quick answer

Katie Eldred, Aif® is listed as Institutional Financial Advisor at CAPTRUST at CAPTRUST, based in Denver, Colorado, United States. AeroLeads shows a work email signal at captrust.com, phone signal with area code 608, 312, and a matched LinkedIn profile for Katie Eldred, Aif®.

Katie Eldred, Aif® previously worked as Institutional Financial Advisor at Captrust and Consultant | Co-Leader International Equity Research at Ellwood Associates. Katie Eldred, Aif® holds Bachelor Of Business Administration (Bba), Marketing And Management & Human Resources from University Of Wisconsin-Madison.

Company email context

Email format at CAPTRUST

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*@captrust.com
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AeroLeads found 1 current-domain work email signal for Katie Eldred, Aif®. Compare company email patterns before reaching out.

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Profile bio

About Katie Eldred, Aif®

I'm an institutional advisor based in Denver, CO who joined the CAPTRUST team in 2021. As an institutional financial advisor, I provide investment advisory services to clients, focusing on corporate retirement plans, nonprofits, endowments, and foundations.I came to CAPTRUST from Ellwood Associates—a comprehensive financial services firm—where I served as a consultant. I was a member of the defined contribution team and led the non-U.S. emerging markets and international small-cap manager research team. I earned a Bachelor of Business Administration degree in marketing and management and human resources from the University of Wisconsin-Madison.

Listed skills include Marketing, Leadership, Microsoft Office, Event Planning, and 11 others.

Current workplace

Katie Eldred, Aif®'s current company

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CAPTRUST
Captrust
Institutional Financial Advisor at CAPTRUST
Raleigh, NC
Website
captrustadvisors.com
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5 roles

Katie Eldred, Aif® work experience

A career timeline built from the work history available for this profile.

Institutional Financial Advisor

Current
Captrust

Raleigh, NC, US

CAPTRUST acquired Ellwood in October 2021.

Oct 2021 - Present

Consultant | Co-Leader International Equity Research

Ellwood Associates
Jul 2019 - Oct 2021

Senior Research Analyst

Ellwood Associates
Dec 2017 - Jul 2019

Research Analyst

Ellwood Associates
Apr 2015 - Dec 2017

Performance Analyst

Ellwood Associates
Jul 2014 - Apr 2015
Team & coworkers

Colleagues at CAPTRUST

Other employees you can reach at captrustadvisors.com. View company contacts →

DM Deb Mosakowski Deb Mosakowski Colleague at Captrust Phoenix, Arizona, United States, United States View → JA Jill A. Rogers Jill A. Rogers Colleague at Captrust Lone Tree, Colorado, United States, United States View → DW Dan Westin, Cfp®, Chfc®, Casl® Dan Westin, Cfp®, Chfc®, Casl® Colleague at Captrust Greater Minneapolis-St. Paul Area, United States, United States View → DK David K. Neal David K. Neal Colleague at Captrust Hutchinson, Kansas, United States, United States View → KM Kristin Moistner Kristin Moistner Colleague at Captrust Noblesville, Indiana, United States, United States View → TP Teri Parker Cfp® - Helping Clients Achieve Their Financial Goals. Teri Parker Cfp® - Helping Clients Achieve Their Financial Goals. Colleague at Captrust Riverside, California, United States, United States View → RH Ryan Heath Ryan Heath Colleague at Captrust Raleigh, North Carolina, United States, United States View → JI Jack Irons Cfp® Jack Irons Cfp® Colleague at Captrust Raleigh, North Carolina, United States, United States View → JT Jeremy Tollas, Cima®, Cpfa Jeremy Tollas, Cima®, Cpfa Colleague at Captrust Grand Rapids, Michigan, United States, United States View → TJ Todd Jones , Cfp®, Aif® Todd Jones , Cfp®, Aif® Colleague at Captrust Raleigh-Durham-Chapel Hill Area, United States, United States View →
1 education record

Katie Eldred, Aif® education

  • University Of Wisconsin-Madison
    University Of Wisconsin-Madison
    Marketing And Management & Human Resources
FAQ

Frequently asked questions about Katie Eldred, Aif®

Quick answers generated from the profile data available on this page.

What company does Katie Eldred, Aif® work for?

Katie Eldred, Aif® works for CAPTRUST.

What is Katie Eldred, Aif®'s role at CAPTRUST?

Katie Eldred, Aif® is listed as Institutional Financial Advisor at CAPTRUST at CAPTRUST.

What is Katie Eldred, Aif®'s email address?

AeroLeads has found 1 work email signal at @captrust.com for Katie Eldred, Aif® at CAPTRUST.

What is Katie Eldred, Aif®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 608, 312 for Katie Eldred, Aif® at CAPTRUST.

Where is Katie Eldred, Aif® based?

Katie Eldred, Aif® is based in Denver, Colorado, United States while working with CAPTRUST.

What companies has Katie Eldred, Aif® worked for?

Katie Eldred, Aif® has worked for Captrust and Ellwood Associates.

Who are Katie Eldred, Aif®'s colleagues at CAPTRUST?

Katie Eldred, Aif®'s colleagues at CAPTRUST include Deb Mosakowski, Jill A. Rogers, Dan Westin, Cfp®, Chfc®, Casl®, David K. Neal, and Kristin Moistner.

How can I contact Katie Eldred, Aif®?

You can use AeroLeads to view verified contact signals for Katie Eldred, Aif® at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did Katie Eldred, Aif® attend?

Katie Eldred, Aif® holds Bachelor Of Business Administration (Bba), Marketing And Management & Human Resources from University Of Wisconsin-Madison.

What skills is Katie Eldred, Aif® known for?

Katie Eldred, Aif® is listed with skills including Marketing, Leadership, Microsoft Office, Event Planning, Event Management, Data Analysis, Management, and Web Content Management.

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