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PLANADVISER Names 13 CAPTRUST Advisors to List
PLANADVISER named 13 CAPTRUST advisors to its esteemed Top Retirement...
Principal,
Financial Advisor
CAPTRUST welcomed Emily to the firm in 2021 from Cammack Retirement Group – a leading national, independent retirement plan consulting and investment advisory firm where she served as a vice president leading the firm’s public market practice.
Emily has over 15 years of experience in providing retirement plan consulting and advisory services to retirement plans across the country including states, state systems, cities, counties, and special districts. She specializes in conducting requests for proposals, recordkeeper implementations as well as working to ensure the successful delivery of recordkeeper services. In addition to recordkeeper selection and implementation work, Emily partners with clients in all aspects of the due diligence process, including investment analysis, plan design, compliance, regulatory, and process changes. She received a Bachelor of Arts degree from the University of Richmond.
18 hours ago
PLANADVISER named 13 CAPTRUST advisors to its esteemed Top Retirement...
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