Peter Ruffel, CRPS®

Manager, Defined Contribution

Contact CAPTRUST
Biography
Education & Other Highlights
Location(s)

Pete specializes in institutional client services in Raleigh, NC. 

Peter Joined CAPTRUST in 2012 and is currently responsible for the firm’s services and solutions to address the needs of its non-discretionary Defined Contribution practice. He focuses his time on discussing industry trends with clients and consultants, evolving the solutions clients consider, and integrating new advisory practices.

Peter graduated from the University of Connecticut with a Bachelor of Arts in Economics. Before joining the Defined Contribution team, Peter worked within CAPTRUST’s institutional client services team assisting with the clients for different advisors.  

Outside of work, Peter enjoys spending time with friends, fishing, and cooking. As a transplant to North Carolina, he spends most weekends visiting new areas, to enjoy the state’s beauty and wealth of microbreweries.  

Education

  • Bachelor of Arts degree in economics from the University of Connecticut

Industry Designations

  • Chartered Retirement Plans Specialist℠

Podcast

Episode 64: Brian Graff

Listen Here

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.