2 months ago
Barron’s Honors 11 CAPTRUST Advisor Teams
We are pleased to announce 11 CAPTRUST advisor teams have...
- With CAPTRUST Since 2011
- 704.927.0360
-
4201 Congress St.
Suite 160
Charlotte, NC 28209
James W. Strodel
Senior Vice President,
Financial Advisor
- Skaneateles, NY
- Titan-Biography of John D. Rockefeller | Shawshank Redemption
- My father, Warren Buffett, and Frank Sinatra
- Whatever you do, do it well.
- Humility, discipline, and integrity
Financial Advisors
James is a retirement plan advisor based out of Charlotte, NC.
James joined CAPTRUST in 2011 as senior vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, James served as a vice president for Diversified Investment Advisors and a consultant for Corporate Benefit Advisors, and has worked in the industry since 1994.
Education
- Bachelor of Science degree in finance from Fordham University
Awards & Recognition
- Barron’s Top 50 Institutional Consultants | 2019 and 2020 (Team Strodel)
- Financial Times 401 Top Retirement Plan Advisor | 2017 and 2019
- NAPA Top DC Advisor Teams | 2019 (CAPTRUST Charlotte)
Industry Involvement
- Past-President, Charlotte Pension Forum
- Plan Sponsor Council of America – 403(b) Research Committee
News & Resources
Announcements
Announcements
4 months ago
Top DC Honors from NAPA
The National Association of Plan Advisors (NAPA) recently recognized CAPTRUST...
Fiduciary Update
8 months ago
Fiduciary Update | November 2019
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle covers topics...
Announcements
9 months ago
Financial Times Names 23 CAPTRUST Advisors to Top 401 List
The list recognizes the top financial advisors who specialize in...