3 months ago
Big Options for Small Cash Balance Plans
As more and more small-and mid-size businesses face the hardships...
- With CAPTRUST Since 2009
- 919.870.6822
-
4208 Six Forks Rd.
Suite 1700
Raleigh, NC 27609
James Stenstrom
Senior Manager,
Asset/Liability
- Redmond, WA
- War and Peace | Major League
- Joan of Arc, Malcolm Gladwell, and Muhammad Ali
- Living well is the best revenge.
- Accountability, collaboration, and forthrightness
Consulting Solutions Group
James focuses on the firms asset liability business line and works out of the Raleigh, NC office.
James joined CAPTRUST in 2009 and is currently a senior manager, asset-liability, responsible for our asset/liability business line. In this role, he supports client service and business development efforts by providing best-in-class, objective investment advice and solutions. James’ responsibilities include driving asset allocation, investment manager selection, and long-term investment strategy creation.
Education
- Bachelor of Science degree in business administration with a concentration in finance and investments from University of North Carolina at Chapel Hill
News & Resources
Retirement Plans
Announcements
3 months ago
PLANADVISER Features CAPTRUST’s Endowment and Foundation Survey
Recently, CAPTRUST Principal and Financial Adviser Eric Bailey and Senior...
Endowments & Foundations
5 months ago
Explore CAPTRUST’s 2019 Endowment and Foundation Survey Results (Webinar Recording)
Listen to our recent webinar where CAPTRUST subject matter experts...
Endowments & Foundations
1 year ago
First Comes Spending, Then Come Investments—or Is It Vice Versa?
Successfully fulfilling the mission of a nonprofit depends on careful...