2 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
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Alpharetta, GA
2500 Northwinds Pkwy
#250
Alpharetta,
GA
30009
Phone: 404.201.6472
Mon–Thur, 8:30 am–5:00 pm
Fri, 8:30 am–4:00 pm
Institutional Retirement
Endowments & Foundations
Introduction
CAPTRUST’s retirement plan clients benefit from the firm’s centralized model, which is supported by a deep bench of highly specialized talent. Learn about the suite of resources CAPTRUST’s institutional advisors leverage to create a best-in-class client experience, including investment manager due diligence, customized participant advice, vendor analysis, and the latest in cybersecurity.
Our Team
CAPTRUST’s Alpharetta-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, as well as endowments and foundations of nonprofits. In 2020, this group was recognized as one of the Barron’s Top 50 Institutional Consulting Teams.
Philly Jones, CFA®
Principal,
Financial Advisor
Evan Melcher, AIF®, ARPC, CIMA®, CPFA
Principal,
Financial Advisor
Michelle Miller, CIPM
Senior Consultant,
Relationship Manager
Zack Sadler, CFA®
Principal,
Financial Advisor
News & Resources
Resources
Retirement Plans
2 months ago
PLANADVISER Lists 11 CAPTRUST Advisors as Top Retirement Plan Advisers
PLANADVISER named 11 CAPTRUST advisors to its esteemed Top Retirement...
Retirement Plans
3 months ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
Retirement Plans
4 months ago
Tight Labor Market’s Impact on Retirement Plan Design (Webinar Recording)
This webinar recording explores the new retirement plan trends and...
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