CAPTRUST Named to Barron’s 2023 List

Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious 2023 Top 100 Institutional Consulting Teams list.

Barron’s released its 2023 rankings for the Top 100 Institutional Consulting Teams, including 22 CAPTRUST teams from across the country. The award nominations consider revenue, assets, and quality of practice. Adding two CAPTRUST teams to the list over the last year, the firm represents more than 20 percent of the 100 spots for this year’s list and holds four spots in the top 10. Barron’s also highlighted Team Eskamani, led by Shaun Eskamani, for the team’s rise in rankings 31 spots year over year.

These CAPTRUST teams and their key advisors were ranked as follows:

#2 – Team Chicago, led by Tim Egan, Dan George, and Dan Simon
#5 – Team New York/Boston, led by Michael Volo and Michael Sanders
#7 – Team Warren, NJ, led by Michael Sasso, Attila Toth, and Richard Torbinski
#9 – Team Allentown, led by Jim Edwards, Wes Schantz, and Jeff Loehwing
#16 – Team Dallas, led by John Pickett and Travis Whitten
#21 – Team Schott, led by Stephen Schott
#24 – Team Doylestown, led by Chris Kulick, Paul Schaffer, Scott Wertheim, and Sean Teesdale
#25 – Team Stanicek, led by Jason Stanicek
#28 – Team Strodel, led by Jim Strodel
#32 – Team Atlanta, led by Philly Jones, Evan Melcher, Zack Sadler, and Drew McCorkle
#37 – Team Schmitt, led by Barry Schmitt
#38 – Team Eskamani, led by Shaun Eskamani
#42 – Team Esch, led by Dan Esch
#44 – Team Strickland, led by Jon Strickland
#50 – Team South Michigan, led by Dori Drayton and Susan Shoemaker
#53 – Team Wilt, led by Steve Wilt
#54 – Team Birmingham, led by Paul Owen, Phil Anderson, and Beau Williams
#60 – Team DiGiacomo, led by Dan DiGiacomo
#62 – Team Bailey, led by Eric Bailey
#63 – Team Des Moines, led by Jean Duffy and Andrew Shimp
#76 – Team Pratico, led by Mike Pratico
#93 – Team Duex, led by Devyn Duex

To view the full list from Barron’s, click here.