3 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
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2000 Southbridge Pkwy
#500
Birmingham,
AL
35209
Phone: 205.949.6040
Mon - Thur, 8:00 am-5:00 pm
Fri, 8:00 am-4:00 pm
Institutional Retirement
Endowments & Foundations
Our Team
CAPTRUST’s Birmingham-based advisors provide investment advisory services to fiduciaries of corporate retirement plans and endowments and foundations of nonprofits.
Phillip C. Anderson, AIF®
Principal,
Financial Advisor
Caty S. Bragg, CFP®
Vice President,
Financial Advisor
Donald Lutomski, CFA, CMA
Principal,
Financial Advisor
John P. Maloney, CFA
Principal,
Financial Advisor
Paul Owen, AIF®, APR®, MBA
Principal,
Financial Advisor
James Underwood, CFA
Principal,
Portfolio Strategist
Beau K. Williams, CFA
Senior Financial Advisor,
Portfolio Management
News & Resources
Resources
Announcements
4 months ago
CAPTRUST Colleagues on the NAPA Top Women Advisors List
Eleven of CAPTRUST’s advisors were recognized on the National Association...
Resources
4 months ago
America Has Voted
It’s early the morning of November 4, the day after...
Announcements
4 months ago
Twenty-Five Advisors Named to FT 401 List
The Financial Times highlighted 25 CAPTRUST advisors on the publication’s...
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