2 days ago
Five CAPTRUST Advisors Recognized by AdvisorHub
Five CAPTRUST advisors were named on AdvisorHub’s 2022 Advisors to...
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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
Announcements
Announcements
1 week ago
CAPTRUST Named to Barron’s 2022 Top RIA List
CAPTRUST ranked fourth on Barron’s prestigious Top RIA list for...
Announcements
1 month ago
CAPTRUST Ranks No. 4 on Best Places to Work List
The Triangle Business Journal announced its Best Places to Work...
Announcements
1 month ago
CAPTRUST Community Foundation Donates $610,000 to 69 Charities Nationwide
The CAPTRUST Community Foundation (CCF) today announced donations to 69...
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