4 weeks ago
Market Update | July 2022
Midway through 2022, investors and consumers are frustrated with rising...
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Greenville, SC
1116 South Main Street
Greenville,
SC
29601
Phone: 864.467.9800
Mon–Thurs, 8:30 am–5:00 pm
Fri, 8:30 am–4:00 pm
Institutional Retirement
Wealth Management
Endowments & Foundations
NNP Client Login
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 Greenville-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, wealth management services to high-net-worth individuals, business owners, families, and endowments and foundations of nonprofits.
Wesley Boyce, CFP®
Principal,
Financial Advisor
Al Cannon, CFP®, CRPS®, AIF®
Principal,
Financial Advisor
Maura Copsey, CDFA®
Principal,
Financial Advisor
Gary Davis, CRPS®, AIF®
Principal,
Financial Advisor
Carter R. Hall, CFP®
Principal,
Financial Advisor
Russell Miller, CFP®
Principal,
Financial Advisor
Bob Nachman
Principal,
Financial Advisor
Ben Norwood, CPWA®
Principal,
Financial Advisor
News & Resources
Wealth Management
Wealth Management
9 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
Retirement Plans
10 months ago
Managing Fiduciary Responsibility
With ERISA lawsuits alleging negligence and mismanagement on the rise,...
Retirement Plans
11 months ago
Retirement Plan Committees & Inclusivity
Experts say elevating diversity and closing inclusivity gaps are an...
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