6 days ago
Episode 44: Effective Participant Communication Matters
Evolving employee-employer social contracts and increasingly diverse employee populations are...
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New York, NY
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
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
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
Announcements
1 week ago
Five CAPTRUST Advisors Recognized by AdvisorHub
Five CAPTRUST advisors were named on AdvisorHub’s 2022 Advisors to...
Announcements
2 weeks ago
CAPTRUST Named to Barron’s 2022 Top RIA List
CAPTRUST ranked fourth on Barron’s prestigious Top RIA list for...
Retirement Plans
1 month ago
Episode 43: The Legislative Landscape and a Regulatory Recap
In this episode of Revamping Retirement, Jennifer and Scott are...
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