3 weeks ago
Understanding and Evaluating Retirement Plan Fees | Part One: A Holistic Approach
With retirement plan fees serving as the centerpiece of the...
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40 Wall Street
56th Floor
New York,
NY
10005
Phone: 212.227.7770
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Institutional Retirement
Our Team
CAPTRUST’s New York-based advisors specialize in providing comprehensive investment advisory services to fiduciaries of corporate retirement plans. Additionally, the office provides comprehensive actuarial services for defined benefit plans.
Earle Allen, CEBS®
Principal,
Financial Advisor
Elina Babadzhanova, AIF®
Senior Financial Advisor
Sean Bayne, QKA®
Financial Advisor
Jared J. Hardin
Financial Advisor
Timothy Irvin, CFP®, CPFA®, AIF®, CHSA®
Senior Financial Advisor
Jeffrey A. Levy
Principal,
Financial Advisor
Jesse Morris, AIF®, CPFA®, NQPA®
Senior Financial Advisor
Robert Peel
Financial Advisor
Jan Rezler, QPFC
Senior Financial Advisor
Michael Sanders
Principal,
Financial Advisor
Arthur Scalise, ASA, EA, FCA, MAAA
Director of Actuarial Services
Michael A. Webb, CEBS
Senior Financial Advisor
Emily Wrightson
Principal,
Financial Advisor
News & Resources
Retirement Plans
Wealth Management
3 weeks ago
Market Update | April 2021
The focus for 2021 has been three important shots into...
Retirement Plans
4 weeks ago
An Early 2021 Surprise—Cybersecurity Guidance from the Department of Labor
On April 14, the Department of Labor (DOL) issued cybersecurity...
Retirement Plans
2 months ago
Navigating the Number Jumble: A 403(b), 401(k), and 457(b) Comparison
Understanding the nuances of employer-sponsored retirement plans can be daunting....
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