2 days ago
Fiduciary Update | August 2021
In this article, CAPTRUST’s Drew McCorkle dishes out the latest...
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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
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
2 weeks ago
Upcoming Webinar! Advisor Requests for Proposals (RFPs) in a Post-Pandemic World: Best Practices and Fundamentals
With the height of the pandemic behind us, many plan...
Retirement Plans
2 weeks ago
A Mid-Year Check-In for Retirement Plan Sponsors
In episode 30 of Revamping Retirement, Jennifer Doss and Scott...
Retirement Plans
2 weeks ago
Missing Participants Matter: How to Overcome the Issue
In this article, CAPTRUST’s Mike Webb provides an expert look...
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