2 weeks ago
CAPTRUST Receives Two Accolades from Business North Carolina
Business North Carolina recently recognized CAPTRUST and CEO Fielding...
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Birmingham, AL
2614 19th Street South
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
Wealth Management
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 Birmingham-based advisors provide wealth management services to high-net-worth individuals, business owners, and families, as well as 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
Brandy B. Hydrick, CFP®
Principal,
Financial Planning
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
Senior Director,
Portfolio Management
Beau K. Williams, CFA®
Senior Financial Advisor
News & Resources
Announcements
Resources
2 months ago
Market Thoughts 5.6.2022
After one of the worst trading days in 2022, it’s...
Retirement Plans
2 months ago
Trends in 3(38) for Plan Sponsors (Webinar Recording)
In this webinar recording, a panel of CAPTRUST experts discuss...
Resources
2 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
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