1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
- With CAPTRUST Since 2011
- 704.927.0360
-
4201 Congress St #160
Charlotte, NC 28209
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
News & Resources
Resources
Announcements
1 month ago
CAPTRUST Named to Barron’s 2022 List
Barron’s recently honored 20 CAPTRUST advisor teams with the prestigious...
Retirement Plans
1 month ago
PLANADVISER Lists 11 CAPTRUST Advisors as Top Retirement Plan Advisers
PLANADVISER named 11 CAPTRUST advisors to its esteemed Top Retirement...
Retirement Plans
2 months ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
