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Featured Posts

Retirement Plans

1 day ago

Cybersecurity and Retirement Plans: What Plan Sponsors Need to Know (Webinar Recording)

Jon Meyer

Chief Technology Officer

Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®, NQPA®

Vice President,
Financial Advisor

Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®, NQPA®

Michael A. Webb, CEBS

Senior Financial Advisor

Michael A. Webb, CEBS

Jennifer Doss, CRPS®, QKA

Senior Director,
Defined Contribution Practice Leader

Jennifer Doss, CRPS®, QKA

Retirement Plans

2 days ago

3(38) Plan Sponsor Pitfalls

Alysa Cronin

Manager,
Marketing

2 weeks ago

CAPTRUST Adds Georgia-Based Stewardship Financial Advisors

Retirement Plans

1 month ago

The SECURE Act Acronym Plans: PEPs, MEPs, and GoPs

Michael A. Webb, CEBS

Senior Financial Advisor

Michael A. Webb, CEBS

Fiduciary Update May 2021

Retirement Plans

1 month ago

Fiduciary Update | May 2021

Drew McCorkle

Senior Vice President,
Financial Advisor

2 months ago

Cause and Effect

Sam Kirby, CFA®

Senior Director,
Investment Strategist

Sam Kirby, CFA®

Private: Kevin Barry, CFA®, PRM™

Chief Investment Officer

Private: Kevin Barry, CFA®, PRM™

Wealth Management

2 months ago

Preparing Your Financial and Personal Health “Portfolios” for Longevity (Webinar Recording)

Private: Kevin Barry, CFA®, PRM™

Chief Investment Officer

Private: Kevin Barry, CFA®, PRM™

Catherine Seeber, CFP®, CeFT®

Vice President,
Financial Advisor

Catherine Seeber, CFP®, CeFT®

Edward V. Welch, Jr.

Managing Director,
Head of Wealth Management

Edward V. Welch, Jr.

Market Update April 2021

Wealth Management

2 months ago

Market Update | April 2021

Private: Kevin Barry, CFA®, PRM™

Chief Investment Officer

Private: Kevin Barry, CFA®, PRM™

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Announcements

1 week ago

The CAPTRUST Community Foundation Announces 2021 Charity of Choice

2 weeks ago

CAPTRUST Adds Georgia-Based Stewardship Financial Advisors

Barron's announcement

2 months ago

Barron’s Honors 17 CAPTRUST Institutional Advisor Teams

Folsom, CA

3 months ago

CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants

3 months ago

CAPTRUST Promotes Eddie Welch to Head of Wealth Management Group

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