Jan Rezler is a senior financial advisor working based in New York City, NY.
Jan joined CAPTRUST in 2021 from Cammack Retirement Group—a leading national, independent retirement plan consulting and investment advisory firm—where he served as vice president of client consulting.
With over 20 years of experience in the financial services industry, Jan specializes in helping clients in the higher education, healthcare, cultural, and charitable segments. He partners with plan fiduciaries to build and maintain the due diligence process and works directly with plan administrators on plan design along with regulatory and administrative processes.
Previously, Jan served as a communications consultant at BYN Mellon’s Employee Benefits Solutions. He worked with plan sponsors to create and deliver effective participant communication programs. Jan began his work in the retirement field as a trust administrator for Dreyfus—where he reconciled the daily trading within 401(k) plans. He gained his initial experience in investments from several years of marketing equity and fixed income mutual funds for a nationally recognized fund family. Jan earned a Bachelor of Arts degree in business administration from Adelphi University.
- Bachelor of Arts degree in business administration from Adelphi University
- Qualified Plan Financial Consultant
Awards & Recognition
- PLANADVISER Top Retirement Plan Advisers | 2022
- NAPA Top DC Advisor Teams | 2022 (CAPTRUST New York)