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Alpharetta, GA

Address

2500 Northwinds Pkwy #250
Alpharetta, GA 30009

Directions

Contact

Phone: 404.201.6472

Hours

Mon–Thur, 8:30 am–5:00 pm
Fri, 8:30 am–4:00 pm

Specialties

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

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Evan Melcher, AIF®, ARPC, CIMA®, CPFA

Principal,
Financial Advisor

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Michelle Miller, CIPM

Senior Consultant,
Relationship Manager

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Zack Sadler, CFA®

Principal,
Financial Advisor

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News & Resources

Resources

1 month ago

Investors in Limbo as Fed and Markets Clash

Investors entered the opening quarter of 2023 on the edge...

Resources

2 months ago

Market Update | April 2023

Despite dramatic headlines this quarter, markets have delivered modest results....

Announcements

3 months ago

Five College Students Awarded CAPTRUST Scholarship

CAPTRUST selected five students to receive the Fall 2022 CAPTRUST...

Announcements

3 months ago

CAPTRUST Unveils Findings from Fifth Annual Endowment & Foundation Survey

Firm Launches Nonprofit-focused Podcast: Mission +...

View All News and Resources

Contact Us

How can we help?

Alpharetta, GA

2500 Northwinds Pkwy

#250

Alpharetta, GA 30009

Phone 404.201.6472

Map | Directions