James W. Strodel, CEBS

Principal,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

James Strodel is an institutional retirement plan financial advisor based in Charlotte, NC.

James joined CAPTRUST in 2011 as senior vice president and financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, James served as a vice president for Diversified Investment Advisors and a consultant for Corporate Benefit Advisors, and has worked in the industry since 1994.

Education

  • Bachelor of Science degree in finance from Fordham University

Industry Designations

  • Certified Employee Benefits Specialist

Industry Involvement

  • Past-President, Charlotte Pension Forum
  • Plan Sponsor Council of America – 403(b) Research Committee

Awards & Recognition

  • PLANADVISER Top Retirement Plan Advisers | 2022 and 2023
  • Barron’s Top Institutional Consultants | 2019, 2020, 2021, 2022, 2023 (Team Strodel)
  • Financial Times 401 Top Retirement Plan Advisor | 2017, 2019 and 2020
  • NAPA Top DC Advisor Teams | 2019, 2020, 2021, and 2022 (CAPTRUST Charlotte)

Webinar

2023 Fiduciary Training Series, Part 2: Litigations Trends (Webinar Recording)

The pace of retirement plan lawsuits remains consistently high, reinforcing the importance of fiduciary training for all plan sponsors.

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Resources

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