6 days ago
Upcoming Webinar! Achieving Your Goals in 2022
Edward V. Welch, Jr.
Managing Director,
Head of Wealth Management
Michael J. Vogelzang, CFA®
Managing Director,
Chief Investment Officer
News & Resources
Stay informed with the latest insights and happenings from CAPTRUST.
Featured Posts
7 days ago
Upcoming Webinar! Tight Labor Market’s Impact on Retirement Plan Design
Jennifer Doss, CRPS®, QKA
Senior Director,
Defined Contribution Practice Leader
Evan Melcher, AIF®, ARPC, CIMA®, CPFA
Principal,
Financial Advisor
Jeremy Tollas, CPFA, CIMA®
Vice President,
Financial Advisor
David Will, AIF®, CFA®
Vice President,
Financial Advisor
7 days ago
Returning to Normal (After a Year of Anything But)
Michael J. Vogelzang, CFA®
Managing Director,
Chief Investment Officer
Sam Kirby, CFA®
Senior Director,
Investment Strategist
7 days ago
Market Update | January 2022
Michael J. Vogelzang, CFA®
Managing Director,
Chief Investment Officer
7 days ago
CAPTRUST Announces Two Additional Deals That Closed in 2021: Crescent Capital Consulting & New Market Wealth Management
2 weeks ago
CAPTRUST Announces Addition of New Jersey-Based Portfolio Evaluations, Inc.
1 month ago
Beyond the Headlines: Plan Sponsor Predictions for 2022 (Webinar Recording)
Scott T. Matheson, CFA®, CPA
Managing Director,
Institutional Group
Ellen Ogan Martel, AIF®
Principal
Dan DiGiacomo
Principal,
Financial Advisor
Jennifer Doss, CRPS®, QKA
Senior Director,
Defined Contribution Practice Leader
2 months ago
Fundraising Best Practices for Nonprofits in 2021 and Beyond (Webinar Recording)
James Stenstrom
Director,
Asset/Liability
Veronica Karas, CFP®
Senior Financial Advisor
William Altavilla, AIF®
Principal,
Financial Advisor
