3 days ago
Maximizing Benefits in a Tight Labor Market
With the labor market likely to be a prevailing employer...
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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
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 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 days ago
Market Update | January 2022
After a turbulent 2021, everyone is ready to get back...
Retirement Plans
1 month ago
The Washington Outlook: Plan Sponsor Implications
What does 2022 have in store from Washington—and what are...
Retirement Plans
2 months ago
A Plan Sponsor’s Passion for Diversity, Equity, and Inclusion (DEI)
With an increasingly diverse workforce and a competitive labor market,...
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