3 days ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
Back to all locations
24 East Cota St
#200
Santa Barbara,
CA
93101
Phone: 800.216.0645
Mon–Fri, 8:30 am–5:00 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 Santa Barbara-based advisors specialize in providing comprehensive investment advisory services to fiduciaries of corporate retirement plans.
Taria Agbelusi, CPFA
Senior Financial Advisor,
Relationship Manager
Deanna Bamford, CEBS, CPFA
Senior Financial Advisor,
Relationship Manager
Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®, NQPA®
Vice President,
Financial Advisor
Troy Hammond, AIF®, CFP®, CRPS®, PRP
Principal
Mike Woods
Senior Vice President,
Financial Advisor
News & Resources
Resources
Plan Sponsor eBrief
3 months ago
IRS Announces 2022 Pension Plan Limitations
The Internal Revenue Service announced its annual update to dollar...
Wealth Management
3 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
Announcements
3 months ago
Fourteen CAPTRUST Advisors recognized on NAPA’s Top Women Advisors List
Fourteen CAPTRUST advisors were recognized on the National Association of...
Contact Us
How can we help?
