5 days ago
The Impact of Vendor Consolidation on Plan Sponsors (Webinar Recording)
2020 was a notable year for vendor consolidation, and all...
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4208 Six Forks Rd
#1700
Raleigh,
NC
27609
Phone: 800.216.0645
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Institutional Retirement
Wealth Management
Endowments & Foundations
Our Team
CAPTRUST’s Raleigh-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, wealth management services to high-net-worth individuals, business owners, families, and endowments and foundations of nonprofits.
Brandon Aber
Financial Advisor
Jeremy Altfeder, CFP®
Senior Financial Advisor
Erica Blomgren
Vice President,
Financial Advisor
Brent Bradshaw, ARPC
Vice President,
Financial Advisor
Keaton Brewer
Vice President,
Financial Advisor
Hugh Wilson Cole III (Trae), CFP®
Financial Advisor,
Wealth Management
Ellen Crowley
Vice President,
Financial Advisor
Heather Darcy, CPFA
Vice President,
Financial Advisor
Chad Day, CFP®
Financial Advisor
Bob Eagle, CMFC®, CRPS®
Senior Financial Advisor
Shaun Eskamani
Principal,
Financial Advisor
Patrick Flint, PPC®
Vice President,
Financial Advisor
Johnny C. Garrett, Jr., ARPS
Principal,
Financial Advisor
R. Michael Gray
Principal,
Financial Advisor
Michael Henderson, CPA
Vice President,
Financial Advisor
Donn A. Johnston, CFP®
Vice President,
Financial Advisor
Donn A. Johnston, Jr., CFP®
Vice President,
Financial Advisor
Todd L. Jones, AIF®, ARPS, CFP®
Principal,
Financial Advisor
Wat Keys, CFP®, CRPS®
Vice President,
Financial Advisor
Ryan Leach
Vice President,
Financial Advisor
Daniel M. Lowe
Senior Financial Advisor
John S. Martin, AIF®
Principal,
Financial Advisor
Che-Che S. McCrimmon, CPFA
Financial Advisor,
Relationship Manager
Mark T. Medlin, AIF®, CPA
Principal,
Financial Advisor
Kevin Monroe
Senior Financial Advisor
Taylor Nowell
Financial Advisor
Brian Pollard, CFP®, CLU®, CWS®
Vice President,
Financial Advisor
Anne H. Reed, CFP®
Financial Advisor
Traynor Reitmeier, ARPS
Vice President,
Financial Advisor
Abigail J. C. Russell, ARPS
Vice President,
Financial Advisor
Heidi Spencer
Senior Financial Advisor,
Relationship Manager
Jason F. Stanicek, CRPS®
Principal,
Financial Advisor
Jon E. Strickland, AIF®
Principal,
Financial Advisor
Daniel A. Summerlin, CFA®
Senior Vice President,
Financial Advisor
James R. Talton, III
Principal,
Financial Advisor
Kyle L. Tucker, CFP®
Principal,
Financial Advisor
News & Resources
Retirement Plans
Resources
1 week ago
Even with Low Interest Rates, Your Portfolio Still Needs Bonds
High-quality bonds have an important place in a well-diversified portfolio...
Endowments & Foundations
2 weeks ago
Upcoming Webinar! Exploring CAPTRUST’s 2020 Endowment & Foundation Survey Results
Join James Stenstrom, director of CAPTRUST’s endowment and foundation practice,...
Announcements
2 weeks ago
Cammack Retirement Group Joins CAPTRUST
CAPTRUST Surpasses Half a Trillion Dollars in Assets and Adds...
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