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James W. Strodel, CEBS
James W. Strodel, CEBS

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 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
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