InvesTrust Wealth Management
  • Header Image
  • Header Image
  • Header Image
  • Header Image

Consulting Team

InvesTrust Consulting is an SEC registered consulting firm specializing in identifying investment options for large foundations, endowments and high net worth family complexes. We work with our clients on investment policy review and development, asset allocation, investment management, investment manager research and monitoring, quarterly reporting, education, and economic commentary.

Gregory Baum

Gregory Baum

Shannon Carter

Shannon Carter

Cathy Friday

Cathy Friday

Andy Hood

Andy Hood

Peter Junkin

Peter Junkin

Terri McCoy

Terri McCoy

Matt Murphy

Matt Murphy

Steve Replogle

Steve Replogle

Wendy Wilkerson

Wendy Wilkerson

Mark Williams

Mark Williams