3 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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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
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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
Robert Nachman
Principal,
Financial Advisor
Ben Norwood, CPWA®
Principal,
Financial Advisor
News & Resources
Wealth Management
Retirement Plans
3 months ago
Managing Fiduciary Responsibility
With ERISA lawsuits alleging negligence and mismanagement on the rise,...
Retirement Plans
4 months ago
Retirement Plan Committees & Inclusivity
Experts say elevating diversity and closing inclusivity gaps are an...
Wealth Management
4 months ago
September Tax Proposals
This two-minute read breaks down the Biden Administration’s mid-September announcement...
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