6 days ago
Upcoming Webinar! Tight Labor Market’s Impact on Retirement Plan Design
Join CAPTRUST for a webinar that explores the new retirement...
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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
Retirement Plans
Resources
6 days ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
Plan Sponsor eBrief
3 months ago
IRS Announces 2022 Pension Plan Limitations
The Internal Revenue Service announced its annual update to dollar...
Wealth Management
3 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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