Audrey Wheat is a senior manager on CAPTRUST’s strategic partnerships team and is based in Raleigh, NC.
Audrey joined CAPTRUST in 2016 and leads institutional strategic partner relations for the firm. As lead of strategic partnerships, she handles firm-to-firm relations, vendor due diligence, and creates industry content. You can catch her sharing her thoughts as a co-host on the monthly podcast, Revamping Retirement.
Before joining CAPTRUST, Audrey worked in several roles as a recordkeeper and has been part of the industry since 2008.
Audrey earned her Bachelor of Arts in communication from the University of Colorado.
Outside of work, Audrey is heavily involved with the CAPTRUST Community Foundation, serving on the Board as Volunteer Chair. She enjoys volunteering with underserved communities and regularly donates blood.
Education
- Bachelor of Arts in communication, University of Colorado at Colorado Springs
Industry Designations
- Chartered Retirement Planning Counselor℠
Memberships
- Member, Empower Advisory Council
- Member, Fidelity Home Office Executive Roundtable
- Member, Principal Consultant Council
- Member, Schwab Workplace Financial Services Consultant Advisory Board
- Member, T. Rowe Price Client Advisory Board
- Member, Vanguard Consultant Council
- Member, Voya Consultant Advisory Board.