2 weeks ago
Cause and Effect
As coronavirus vaccination progress accelerates and our attention shifts to...
Back to all locations
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
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 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
News & Resources
Resources
Retirement Plans
3 weeks ago
Barron’s Honors 17 CAPTRUST Institutional Advisor Teams
For this ranking, Barron’s recognizes the nation’s top teams specializing...
Retirement Plans
2 months ago
CAPTRUST Named NAPA’s Top DC Advisor Multi-Office Firm
The National Association of Plan Advisors (NAPA) has announced the...
Retirement Plans
2 months ago
26 CAPTRUST Teams Named to NAPA’s Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
Contact Us
How can we help?
