Roberta Angelo, QKA, QPA
Director,
Retirement Services
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.
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, CRPS®, QKA
Senior Director,
Defined Contribution Practice Leader
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,
Institutional Group
Nick Paleocrassas, CLU®
Director,
Nonqualified Executive Benefits
Arthur Scalise, ASA, EA, FCA, MAAA
Director of Actuarial Services
James Stenstrom
Director,
Asset/Liability
Jason Stephens, ARPS, CIMA®, CFS®
Senior Director,
Nonqualified Executive Benefits Practice Lead
Grant Verhaeghe
Senior Director,
Asset/Liability Practice Leader
