For the ninth consecutive year, CAPTRUST secured the top spot in Financial Advisor Magazine’s 2024 RIA rankings! Read more about the award and discover what sets us apart. https://okt.to/6i8IVd
CAPTRUST
Financial Services
Raleigh, NC 42,824 followers
We are building financial foundations. How can we help you?
About us
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.
- Website
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https://www.captrust.com
External link for CAPTRUST
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Raleigh, NC
- Type
- Privately Held
- Founded
- 1989
- Specialties
- Retirement Plan Advisory Services, Investment Advisory, Nonqualified Advisory Services, Discretionary Investment Management, Financial & Estate Planning, Provider Search & Selection / Fee Benchmarking, Participant Education & Advice, and Fiduciary Process Management
Locations
Employees at CAPTRUST
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Justin Pawl, CFA, CAIA, CFP®
Principal | Financial Advisor | Investment Strategist
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Jon Meyer
Chief Technology Officer at CAPTRUST
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Heather Shanahan
Senior Director, Endowments & Foundations | Financial Advisor at CAPTRUST
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rob solomon
Nanobubble technology - a completely new approach to skincare
Updates
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How are supply and demand dynamics shaping the industry? And what questions are essential to ask in your next #auditor request for proposal? Join Heather Shanahan and Certified Public Accountant Robyn Campbell as they explore the world of audits in episode 14 of our Mission + Markets #podcast.
Episode 14: Conducting an Auditor RFP
https://www.captrust.com
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More than a year and a half after the SECURE 2.0 Act was passed, plan sponsors are just starting to tap into its potential to enhance the #retirement savings landscape with #inclusivity and effectiveness. Read our article to learn about what’s next!
Transforming Financial Wellness with SECURE 2.0
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Dive into the world of investment strategy with CAPTRUST. An Investment Policy Statement (IPS) is your organization's #blueprint for managing its investment portfolio effectively. Discover the key components your #IPS should include and get started on drafting yours today.
Creating an Investment Policy Statement (IPS)
https://www.captrust.com
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CAPTRUST’s 2024 Endowment and Foundation Survey explores the many ways #nonprofit organizations are preparing for the future by shifting governance structures. 501(c)(3) organizations that fully complete the survey on or before July 5, 2024, will have their names placed in a drawing for a $3,000 donation!
Announcing CAPTRUST's 2024 Endowment and Foundation Survey
https://www.captrust.com
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We are thrilled to announce the CAPTRUST Community Foundation's (CCF) 2024 Charity of Choice: Neighbor to Neighbor. CCF supports organizations that specifically enrich the lives of children, and Neighbor to Neighbor embodies our mission through providing after school enrichment and #mentorship programs to more than 300 youth in grades 1–12. Additionally, five other nonprofits were selected to receive CCF national grants for 2024.
The CAPTRUST Community Foundation Announces 2024 Charity of Choice
https://www.captrust.com
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Tune in on Wednesday, June 26, to Power Lunch at 2 p.m. ET on CNBC to see CAPTRUST CIO Michael J. Vogelzang, CFA share why the theme of today’s market is resilience. Sarat Sethi, Tyler Mathisen, Kelly Evans
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Seven CAPTRUST advisors have been featured in the AdvisorHub 2024 RIAs to Watch list! These advisors have highlighted our commitment to excellence and #innovation in the financial advisory industry. All of the 200 advisors recognized were chosen based on their growth of practice, scope of practice, and professionalism. Here are our CAPTRUST winners: 17. David Akright, CFP® 24. Veronica Karas, CFP®, CDFA® 27. John Keeton, CFA 29. Rebecca Pouliot, CPA, CFP®, AEP® 33. Michael Peters 42. Jay Irons 121. W. Kel Normann Congratulations to all the winners!
7 Advisors Named to AdvisorHub List
https://www.captrust.com
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In celebration of #PrideMonth, our Pride Employee Resource Group (ERG) hosted Treat Week, featuring a little something for everyone in the Raleigh office. Check out some photos and join us in celebrating the diversity within our CAPTRUST community. Jade Wolfe, Alysia Tacinelli, Tahzeen Alam, Levi Warren, Briana Smith, CFP®, CPWA®, Curtis Campbell, Reilly Leaver
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Attracting and retaining top #talent is essential to organizational success. In our latest article, we discuss how offering tailored financial wellness #benefits can boost employee loyalty and productivity.
Benefits: A Boon for Employers