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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


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 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.


Timothy Irvin, CFP®, CPFA®, AIF®, CHSA®

Senior Financial Advisor

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Jesse Morris, AIF®, CPFA®, NQPA®

Senior Financial Advisor

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New York, NY

40 Wall Street
56th Floor
New York, NY 10005