3 weeks 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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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
Retirement Plans
4 weeks ago
Fiduciary Update | November 2021
In this installment of Fiduciary Update, CAPTRUST digs into newly...
Wealth Management
1 month ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
Retirement Plans
1 month ago
National Retirement Security Month
We’re celebrating National Retirement Security Month (NRSM) on this episode...
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