2 weeks ago
September Tax Proposals
This two-minute read breaks down the Biden Administration’s mid-September announcement...
Back to all locations
24 East Cota St
#200
Santa Barbara,
CA
93101
Phone: 800.216.0645
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 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
Wealth Management
Announcements
2 months ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Resources
2 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Retirement Plans
3 months ago
Cybersecurity and Retirement Plans: What Plan Sponsors Need to Know (Webinar Recording)
With participant assets and retirement security on the line, cybersecurity...
Contact Us
How can we help?
