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Fiduciary Update | February 2023
In this edition of our quarterly Fiduciary Update, CAPTRUST Financial...
Senior Financial Advisor
CAPTRUST welcomed Elina to the firm in 2021. She serves the retirement plan needs of higher education, healthcare, cultural, and charitable client organizations. Elina partners with plan fiduciaries in all aspects of the fiduciary due diligence process, working directly with plan administrators on establishing and maintaining plan fiduciary governance, plan design, best practice, policies, and procedures, as well as assisting clients in investment analysis, evaluating plan performance, and implementing fund array changes. She is experienced in conducting requests for proposals, contract and fee negotiations, and vendor implementations, and ensures the successful delivery of vendor services.
She joined us from Cammack Retirement Group—a leading national, independent retirement plan consulting and investment advisory firm. There, Elina served as a senior consultant, managing a team of account managers in servicing the retirement plan needs of her clients.
Elina has over 15 years of financial services industry experience, predominantly providing defined contribution plan design and client management services. She holds a Bachelor of Business Administration degree from Baruch College.
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