4 weeks ago
Quarterly Fiduciary Training Series: Part II (Webinar Recording)
The pace of retirement plan lawsuits remains consistently high, reinforcing...
- 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 and 2023
- Barron’s Top Institutional Consultants | 2019, 2020, 2021, 2022, 2023 (Team Strodel)
- Financial Times 401 Top Retirement Plan Advisor | 2017, 2019 and 2020
- NAPA Top DC Advisor Teams | 2019, 2020, 2021, and 2022 (CAPTRUST Charlotte)
Industry Involvement
- Past-President, Charlotte Pension Forum
- Plan Sponsor Council of America – 403(b) Research Committee
News & Resources
Retirement Plans
Retirement Plans
1 month ago
Advisor RFPs: The Ultimate Step-by-Step Guide (Webinar Recording)
Advisor RFPs are often a necessary part of fulfilling your...
Resources
1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Announcements
1 month ago
CAPTRUST Named to Barron’s 2023 List
Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...
