Robert Peel

Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Rob Peel is an institutional retirement plan advisor based in New York, NY.

Rob Peel serves as a Financial Advisor, partnering with retirement plan sponsors to help them satisfy their fiduciary responsibilities and deliver a strong retirement program to their employees. He works with clients in all aspects of the due diligence process, including investment analysis, plan design, compliance, regulatory, and process changes. Additionally, he serves clients across the country, including governmental agencies, higher education institutions, cultural institutions, and healthcare organizations.

Rob joined CAPTRUST in 2021 from Cammack Retirement Group—a leading national, independent retirement plan consulting and investment advisory firm. At Cammack Retirement, he served as a senior account manager, working alongside retirement plan sponsors to deliver the best value for their employee benefits investment.

Rob earned his Bachelor of Science degree in marketing from Johnson & Wales University.

Education

  • Bachelor of Science degree in marketing from Johnson & Wales University

Industry Involvement

  • Financial Industry Regulatory Authority

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2022, 2024, and 2025 (CAPTRUST New York)

Resources

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