CAPTRUST welcomed Andy to our team in 2021. As a principal, he serves as the primary consultant to several of the firm’s clients with a focus on healthcare institutions, corporate retirement plans, family offices, endowments, and foundations. Andy joined us from Ellwood Associates—a comprehensive financial services firm—where he was a senior consultant. He was the director of Ellwood’s outsourced chief investment officer (OCIO) consulting and was responsible for overseeing the decisions and implementation of OCIO client portfolios. In addition, Andy was a member of the capital markets committee. Prior to joining Ellwood, Andy worked as a senior investment analyst for Ennis Knupp & Ass

Andrew Schwark
Principal
CAPTRUST
United States, Illinois, Chicago
About Me
Profile Information
Principal
CAPTRUST
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Chicago
Illinois
United States
May 30, 2025
Work Experience
CAPTRUST
Principal Oct 2021 - Present
Email: andrew.schwark@captrust.com
Ellwood Associates
Senior Consultant Jan 2011 - Present
Email: andrew.schwark@captrust.com
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