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 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.

At CAPTRUST, Rob partners with clients in all aspects of the due diligence process, including investment analysis, plan design, compliance, regulatory, and process changes. He specializes in helping plan sponsors understand their fiduciary duties.

Prior to Cammack Retirement Group, Rob was an account manager at Amica Mutual Insurance, where he ensured that customers and their most valued possessions were protected. He 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 (CAPTRUST New York)

Resources

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