Oct 2021 - Present
AeroLeads people directory · profile
Katie Eldred, Aif® Email & Phone Number
Institutional Financial Advisor at CAPTRUST
at
CAPTRUST
1 work email found
@captrust.com
3 phones found area 608 and 312
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Institutional Financial Advisor at CAPTRUST
Location
Denver, Colorado, United States
Who is Katie Eldred, Aif®? Overview
A concise factual answer block for searchers comparing this professional profile.
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
This section adds company-level context without repeating Katie Eldred, Aif®'s masked contact details.
*@captrust.com
68% confidence
AeroLeads found 1 current-domain work email signal for Katie Eldred, Aif®. Compare company email patterns before reaching out.
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
Company context helps verify the profile and gives searchers a useful next step.
Captrust
Website
AeroLeads page
5 roles
Katie Eldred, Aif® work experience
A career timeline built from the work history available for this profile.
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 →
NM
Nicholas Mellone, Cfp®, Caia
Colleague at CaptrustUnited States
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LH
Lisa Hay, Cpa, Cfp®
Colleague at CaptrustStow, Ohio, United States
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PW
Patterson Ware
Colleague at CaptrustNashville, Tennessee, United States
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DC
Denise Collins
Colleague at CaptrustRaleigh-Durham-Chapel Hill Area, United States
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TA
Tahzeen Alam
Colleague at CaptrustApex, North Carolina, United States
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AW
Amanda Wells
Colleague at CaptrustRoanoke, Virginia, United States
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SB
Shana Benoit
Colleague at CaptrustNew York City Metropolitan Area, United States
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SF
Stane Foster
Colleague at CaptrustSan Antonio, Texas Metropolitan Area, United States
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BR
Beth Raymond, Cfp®
Colleague at CaptrustBoston, Massachusetts, United States
View →
LW
Lillie Ware
Colleague at CaptrustDallas, Texas, United States
View →
Nicholas Mellone, Cfp®, Caia
Colleague at CaptrustUnited States
View →
LH
Lisa Hay, Cpa, Cfp®
Colleague at CaptrustStow, Ohio, United States
View →
PW
Patterson Ware
Colleague at CaptrustNashville, Tennessee, United States
View →
DC
Denise Collins
Colleague at CaptrustRaleigh-Durham-Chapel Hill Area, United States
View →
TA
Tahzeen Alam
Colleague at CaptrustApex, North Carolina, United States
View →
AW
Amanda Wells
Colleague at CaptrustRoanoke, Virginia, United States
View →
SB
Shana Benoit
Colleague at CaptrustNew York City Metropolitan Area, United States
View →
SF
Stane Foster
Colleague at CaptrustSan Antonio, Texas Metropolitan Area, United States
View →
BR
Beth Raymond, Cfp®
Colleague at CaptrustBoston, Massachusetts, United States
View →
LW
Lillie Ware
Colleague at CaptrustDallas, Texas, United States
View →
1 education record
Katie Eldred, Aif® education
-
University Of Wisconsin-Madison
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 Nicholas Mellone, Cfp®, Caia, Lisa Hay, Cpa, Cfp®, Patterson Ware, Denise Collins, and Tahzeen Alam.
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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