Contact

Phone: 919.870.6822

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Endowments & Foundations
Individuals
Retirement Plan Sponsors

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Individuals

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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CAPTRUST
Raleigh

All of the CAPTRUST locations sprouted from our Raleigh, NC office. Founded in 1997, we’ve grown into a trusted, objective source of investment advice for clients across the nation. We’re proud of our North Carolina roots and would love to bring our expertise and in-house capabilities to your portfolio. Connect with a Raleigh CAPTRUST advisor today to get started.

Our Team

Brandon C. Aber

Financial Advisor

Jeremy Altfeder

Senior Vice President | Financial Advisor

Erica Blomgren

Vice President,
Financial Advisor

Edward Paul Bock II

Financial Advisor,
CAPTRUST at Work

Keaton Brewer

Vice President,
Financial Advisor

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Most of our clients are busy building their careers, families, or both. We strive to gain a deep understanding of what is important to them financially so that they can hand the financial pieces over, and we can free them up to spend more time and attention on the rest of their lives.
Mike Gray

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.