3 weeks ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
- With CAPTRUST Since 2011
- 704.927.0360
-
4201 Congress St #160
Charlotte, NC 28209
James W. Strodel, CEBS
Principal,
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 Strodel is an institutional retirement plan financial advisor based in Charlotte, NC.
James joined CAPTRUST in 2011 as senior vice president and 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
Industry Designations
- Certified Employee Benefit Specialist
Awards & Recognition
- PLANADVISER Top Retirement Plan Advisers | 2022
- Barron’s Top Institutional Consultants | 2019, 2020, 2021, and 2022 (Team Strodel)
- Financial Times 401 Top Retirement Plan Advisor | 2017, 2019 and 2020
- NAPA Top DC Advisor Teams | 2019, 2020, and 2021 (CAPTRUST Charlotte)
Industry Involvement
- Past-President, Charlotte Pension Forum
- Plan Sponsor Council of America – 403(b) Research Committee
News & Resources
Resources
Resources
4 months ago
Fed Plowing Ahead, in the Dark
The third quarter of 2022 saw rising inflation and recession...
Announcements
7 months ago
CAPTRUST Named Largest RIA for Seventh Year
CAPTRUST was named the largest registered investment advisor (RIA) by...
Resources
7 months ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
