Roberta Angelo, QKA, QPA
Director,
Freedom401k
Our People
Client Solutions
CAPTRUST’s Client Solutions Group is responsible for supporting our advisors in the daily servicing of our clients in the areas of plan design, compliance matters, vendor management, fiduciary process best practices, and employee engagement.
Drew Battle
Manager, Institutional
Client Service
Eric Benedict
Relationship Manager,
Freedom401k
Tanya Campo
Manager,
Wealth Client Service
Meagan Caruso
Manager,
Insitutional Client Service
Marc Casiano
Manager,
Wealth Client Services
Mark Chando
Manager,
Wealth Client Services
Wes Collins
Senior Manager,
Advice and Wellness
Nick DeCenso, CFP®
Director,
Wealth Planning & Investments
Greg Delage
Director,
Advice & Wellness
Karen Denise
Senior Director
Head, Wealth Client Service
Lori Dillingham, QKA, QPA
Director,
Retirement Plan Operations
Jennifer Doss, ARPS
Senior Director,
Defined Contribution Practice Leader
Rhonda Downum
Manager,
Wealth Client Service
Kelly J. Gilbert
Manager,
Institutional Client Service
John Halk, Jr.
Senior Manager,
Advice & Wellness
Jeremy Hanson, ARPS
Senior Manager,
Client Service
John Henry
Senior Manager,
Plan Consulting
Allison Hubbell
Client Relationship Manager,
Wealth Client Service
Kim Huppertz, QKA
Relationship Manager,
Freedom401K
Lisa Keith, QKA
Manager,
Plan Consulting
Rita Kiesler, ARPS
Director,
Institutional Client Service and Operations
Phyllis Klein, CFPA, PRP
Senior Director,
Retirement Services
John Leissner, ARPS, CFS®
Senior Director,
Head, Institutional Client Service and Operations
Scott T. Matheson, CFA, CPA
Managing Director,
Head of Client Solutions
Nick Paleocrassas, CLU®
Director,
Nonqualified Executive Benefits
Marie Pasquale, CFA®
Senior Manager,
Asset/Liability
Kelly Pickering
Manager,
Wealth Client Service
Eliza Powers, ARPS
Manager II,
Institutional Operations
James Stenstrom
Director,
Asset/Liability
Jason Stephens, ARPS, CIMA®, CFS®
Senior Director,
Nonqualified Executive Benefits Practice Lead
Phyllis Tuttle
Manager,
Wealth Client Services
Grant Verhaeghe
Senior Director,
Asset/Liability Practice Leader
Katrina Webb
Manager,
Institutional Client Service
David York
Manager,
Wealth Investments
Yvonne Zeoli
Relationship Manager,
Freedom401k
