2 weeks ago
Episode 52: Millennials and Retirement with Katie Gatti Tassin
In this episode, Scott Matheson and Jennifer Doss talk with...
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New York, NY
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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
Jared J. Hardin
Financial Advisor
Rebecca Hedtler, CEBS®
Financial Advisor
Timothy Irvin, CFP®, CPFA®, AIF®, CHSA®, QKA
Senior Financial Advisor
Robert Peel
Financial Advisor
Marcia Peters, CFA®
Senior Financial Advisor
Jan Rezler, QPFC
Senior Financial Advisor
Michael Sanders
Principal,
Financial Advisor
Michael A. Webb, CEBS
Senior Financial Advisor
Emily Wrightson
Principal,
Financial Advisor
News & Resources
Retirement Plans
Endowments & Foundations
1 month ago
Nonprofit Board Member Term Limits: Easier Said Than Done?
Board member term limits define the number of consecutive terms...
Retirement Plans
1 month ago
Fiduciary Update | May 2023
In this quarter’s Fiduciary Update, CAPTRUST Financial Advisor Drew McCorkle...
Retirement Plans
2 months ago
Episode 51: Catching up with John Sullivan, American Retirement Association
Scott Matheson and Dawn McPherson are joined by John Sullivan,...
